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
$899M
AUM Growth
-$110M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$24.9M
2
+$23.8M
3
+$23M
4
META icon
Meta Platforms (Facebook)
META
+$22.9M
5
APA icon
APA Corp
APA
+$22.5M

Top Sells

1
+$31.9M
2
+$27.6M
3
+$27.4M
4
BMY icon
Bristol-Myers Squibb
BMY
+$22.4M
5
AWK icon
American Water Works
AWK
+$22.1M

Sector Composition

1 Technology 16.89%
2 Financials 16.85%
3 Industrials 11.68%
4 Energy 10.28%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-841,005
177
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-125,400
178
– –
-1,076
179
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-25,900
180
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-16,500
181
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-7,300
182
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-313,800
183
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-11,300
184
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-962,400
185
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-1,812,400
186
– –
-31,800
187
– –
-198,700
188
– –
-407,600
189
– –
-74,500
190
– –
-7,700
191
– –
-31,700
4 5 6 7
8