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BCM
Barometer Capital Management Portfolio holdings
AUM
$292M
1-Year Est. Return
86.78%
This Fund
S&P 500
This Quarter
Est. Return
+14.58%
1 Year Est. Return
+86.78%
3 Year Est. Return
+311.02%
5 Year Est. Return
+812.4%
10 Year Est. Return
+9,004.92%
AUM
$595M
AUM Growth
+$76.8M
(+15%)
Cap. Flow
+$6.29M
Cap. Flow
% of AUM
1.06%
Top 10 Holdings %
Top 10 Hldgs %
34.95%
Holding
164
New
37
Increased
40
Reduced
39
Closed
43
Top Buys
| 1 |
Toronto Dominion Bank
TD
|
+$14.3M |
| 2 |
Abbott
ABT
|
+$10.2M |
| 3 |
Nutrien
NTR
|
+$9.53M |
| 4 |
Broadcom
AVGO
|
+$9.48M |
| 5 |
Motorola Solutions
MSI
|
+$8.91M |
Top Sells
| 1 |
Lightspeed Commerce
LSPD
|
+$14.4M |
| 2 |
BCE
BCE
|
+$10.9M |
| 3 |
GXO Logistics
GXO
|
+$10.8M |
| 4 |
TFI International
TFII
|
+$10.1M |
| 5 |
Morgan Stanley
MS
|
+$9.39M |
Sector Composition
| 1 | Financials | 29.05% |
| 2 | Technology | 16.71% |
| 3 | Industrials | 8.2% |
| 4 | Materials | 6.37% |
| 5 | Utilities | 6.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Bank of Montreal
BMO
$128B
| $24M | 4.03% |
177,627
-7,793
| -4% | -$840K |
|
|
2
Nutrien
NTR
$32.1B
| $23.8M | 3.99% |
249,985
+136,185
| +120% | +$9.53M |
|
|
3
Toronto Dominion Bank
TD
$204B
| $22.9M | 3.84% |
238,040
+196,440
| +472% | +$14.3M |
|
4
Apple
AAPL
$4.86T
| $22.7M | 3.81% |
127,766
+35,790
| +39% | +$5.66M |
|
5
Royal Bank of Canada
RY
$301B
| $22.1M | 3.71% |
165,910
-4,740
| -3% | -$492K |
|
6
Microsoft
MSFT
$3T
| $21.6M | 3.62% |
64,118
+5,710
| +10% | +$1.85M |
|
7
Canadian Natural Resources
CNQ
$89.4B
| $19.1M | 3.21% |
728,892
+198,687
| +37% | +$4.02M |
|
8
Fortis
FTS
$29.7B
| $17.9M | 3.01% |
293,720
+153,295
| +109% | +$6.94M |
|
9
Thomson Reuters
TRI
$43.7B
| $17.4M | 2.92% |
108,966
-9,858
| -8% | -$1.23M |
|
10
Brookfield
BN
$108B
| $16.7M | 2.81% |
406,577
+4,546
| +1% | +$144K |
|
|
GRP.U
11
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $15.6M | 2.63% |
148,767
+12,567
| +9% | +$989K |
|
12
Scotiabank
BNS
$109B
| $15M | 2.52% |
167,448
+112,848
| +207% | +$7.46M |
|
13
Telus
TU
$16.6B
| $14.7M | 2.46% |
492,324
-131,671
| -21% | -$3.01M |
|
|
CIXX
14
DELISTED
CI Financial Corp.
CIXX
| $14.6M | 2.44% |
550,405
-113,545
| -17% | -$2.52M |
|
15
Sun Life Financial
SLF
$45.2B
| $13.4M | 2.25% |
190,193
+138,403
| +267% | +$7.65M |
|
16
Canadian Imperial Bank of Commerce
CM
$110B
| $13M | 2.19% |
176,736
-26,990
| -13% | -$1.57M |
|
17
NextEra Energy
NEE
$186B
| $12.1M | 2.04% |
130,096
+87,940
| +209% | +$7.6M |
|
|
WCN
18
Waste Connections
WCN
$44.5B
| $12M | 2.02% |
69,700
+39,000
| +127% | +$5.18M |
|
|
19
Broadcom
AVGO
$1.79T
| $12M | 2.01% |
179,720
+168,720
| +1,534% | +$9.48M |
|
|
20
Abbott
ABT
$172B
| $11.2M | 1.88% |
+79,750
| New | +$10.2M |
|
21
Alphabet (Google) Class A
GOOGL
$4.4T
| $9.8M | 1.65% |
67,640
-10,120
| -13% | -$1.46M |
|
|
22
Motorola Solutions
MSI
$68.5B
| $9.61M | 1.61% |
+35,378
| New | +$8.91M |
|
23
Costco
COST
$417B
| $9.04M | 1.52% |
15,953
+8,814
| +123% | +$4.51M |
|
24
Cisco
CSCO
$429B
| $8.83M | 1.48% |
140,234
+16,100
| +13% | +$920K |
|
25
Home Depot
HD
$344B
| $8.37M | 1.41% |
+20,164
| New | +$7.68M |
|
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