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
$1.03B
AUM Growth
+$46.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
205
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$19.2M
3
+$18.7M
4
ABBV icon
AbbVie
ABBV
+$18.5M
5
CAT icon
Caterpillar
CAT
+$18.2M

Top Sells

1
+$30.2M
2
+$20.5M
3
+$18.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$18.6M
5
HD icon
Home Depot
HD
+$17.9M

Sector Composition

1 Industrials 18.9%
2 Financials 18.9%
3 Technology 13.28%
4 Materials 8.61%
5 Energy 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-50,100
202
– –
-111,700
203
– –
-58,000
204
– –
-380,300
205
– –
-204,720
5 6 7 8
9