BCM

Barometer Capital Management Portfolio holdings

AUM $362M
1-Year Est. Return 60.62%
This Quarter Est. Return
1 Year Est. Return
+60.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$63.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1 +$48.7M
2 +$47.6M
3 +$40.9M
4
GS icon
Goldman Sachs
GS
+$35.4M
5
MS icon
Morgan Stanley
MS
+$30M

Top Sells

1 +$48.6M
2 +$34.5M
3 +$30.1M
4
LOW icon
Lowe's Companies
LOW
+$29.4M
5
CNI icon
Canadian National Railway
CNI
+$28.9M

Sector Composition

1 Financials 39.09%
2 Healthcare 12.54%
3 Consumer Discretionary 9.71%
4 Technology 7.93%
5 Industrials 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-64,600
202
-135,000
203
-266,250
204
-5,700
205
-9,316