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
1
$23.6M 8.79%
+151,303
2
$14.4M 5.38%
+796,561
3
$13.5M 5.03%
+212,173
4
$12.8M 4.78%
52,613
+1,708
5
$12.2M 4.55%
94,310
+50,120
6
$11.3M 4.21%
19,636
-309
7
$11.1M 4.13%
+81,722
8
$11M 4.08%
455,670
+355,270
9
$10.6M 3.95%
+95,150
10
$10.5M 3.9%
+45,402
11
$9.98M 3.72%
222,645
+96,971
12
$9.89M 3.68%
145,570
-16,870
13
$9.16M 3.41%
32,706
-32,874
14
$9.04M 3.37%
25,844
+15,664
15
$7.82M 2.91%
+118,610
16
$7.69M 2.87%
+69,109
17
$6.75M 2.51%
+154,450
18
$6.27M 2.34%
+163,090
19
$6.22M 2.32%
11,392
+3,914
20
$4.07M 1.52%
+43,690
21
$3.83M 1.43%
+82,980
22
$3.81M 1.42%
+37,800
23
$3.36M 1.25%
25,730
+18,930
24
$2.9M 1.08%
148,022
-158,022
25
$2.58M 0.96%
+5,488
1
2 3 4 5