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
$269M
AUM Growth
+$18.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$14.4M
3
+$13.5M
4
BMO icon
Bank of Montreal
BMO
+$11.1M
5
WPM icon
Wheaton Precious Metals
WPM
+$10.6M

Top Sells

1
+$15.8M
2
+$12.7M
3
+$12.5M
4
MSFT icon
Microsoft
MSFT
+$12.3M
5
SPG icon
Simon Property Group
SPG
+$11.3M

Sector Composition

1 Materials 22.3%
2 Financials 21.26%
3 Energy 18.57%
4 Industrials 13.35%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5 6 7
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