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
$1.29B
AUM Growth
+$89.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$22.3M
2
+$20.7M
3
+$19.7M
4
LLY icon
Eli Lilly
LLY
+$17M
5
VZ icon
Verizon
VZ
+$16.4M

Top Sells

1
+$25.6M
2
+$22.9M
3
+$21.3M
4
TDG icon
TransDigm Group
TDG
+$21.1M
5
SPGI icon
S&P Global
SPGI
+$17.1M

Sector Composition

1 Healthcare 15.82%
2 Technology 13.84%
3 Financials 13.5%
4 Industrials 12.96%
5 Consumer Discretionary 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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-15,470
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195
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