BCM

Barometer Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 72.18%
This Quarter Est. Return
1 Year Est. Return
+72.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$37M
2
+$26.8M
3
+$26.3M
4
T icon
AT&T
T
+$25.4M
5
NEE icon
NextEra Energy
NEE
+$24.7M

Top Sells

1
+$40.9M
2
+$34.6M
3
+$28.6M
4
V icon
Visa
V
+$28.1M
5
AIG icon
American International
AIG
+$28M

Sector Composition

1 Industrials 18.08%
2 Consumer Staples 12.98%
3 Energy 9.8%
4 Communication Services 9.1%
5 Materials 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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191
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200
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-4,000
5 6 7
8
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