BCM

Barden Capital Management Portfolio holdings

AUM $120M
1-Year Est. Return 15.56%
This Quarter Est. Return
1 Year Est. Return
+15.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$6.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$1.46M
3
+$1.38M
4
META icon
Meta Platforms (Facebook)
META
+$367K
5
TSLA icon
Tesla
TSLA
+$231K

Top Sells

1
+$933K
2
+$770K
3
+$648K
4
PH icon
Parker-Hannifin
PH
+$232K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$211K

Sector Composition

1 Technology 23.25%
2 Financials 12.68%
3 Consumer Discretionary 7.54%
4 Industrials 3.34%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CASY icon
26
Casey's General Stores
CASY
$20.7B
$1.74M 1.44%
3,071
-17
SPGI icon
27
S&P Global
SPGI
$155B
$1.69M 1.4%
3,464
+14
CARR icon
28
Carrier Global
CARR
$45.3B
$1.65M 1.37%
27,585
+126
ALL icon
29
Allstate
ALL
$53.6B
$1.64M 1.36%
7,625
+18
TMUS icon
30
T-Mobile US
TMUS
$220B
$1.59M 1.32%
6,652
+3
AXP icon
31
American Express
AXP
$259B
$1.53M 1.28%
4,618
+20
MSI icon
32
Motorola Solutions
MSI
$61.6B
$1.46M 1.22%
+3,197
UBER icon
33
Uber
UBER
$165B
$1.46M 1.21%
14,863
-30
COF icon
34
Capital One
COF
$155B
$1.43M 1.19%
6,740
-5
EMB icon
35
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.4B
$1.42M 1.18%
14,918
-319
PANW icon
36
Palo Alto Networks
PANW
$130B
$1.42M 1.18%
6,971
-29
TRV icon
37
Travelers Companies
TRV
$65.3B
$1.39M 1.16%
4,990
-26
AVGO icon
38
Broadcom
AVGO
$1.61T
$1.38M 1.15%
+4,189
HYS icon
39
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.52B
$1.38M 1.15%
14,430
-167
BKNG icon
40
Booking.com
BKNG
$174B
$1.38M 1.14%
255
SCHQ icon
41
Schwab Long-Term US Treasury ETF
SCHQ
$975M
$1.32M 1.1%
40,908
-1,371
ADBE icon
42
Adobe
ADBE
$149B
$1.28M 1.07%
3,636
-2,184
HCA icon
43
HCA Healthcare
HCA
$108B
$1.22M 1.02%
2,869
ONON icon
44
On Holding
ONON
$16B
$1.18M 0.98%
27,958
+203
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.15M 0.96%
2,286
-4
KDP icon
46
Keurig Dr Pepper
KDP
$37.9B
$999K 0.83%
39,170
+191
SNPS icon
47
Synopsys
SNPS
$88.4B
$910K 0.76%
1,845
-5
BABA icon
48
Alibaba
BABA
$357B
$903K 0.75%
5,051
-12
INTU icon
49
Intuit
INTU
$187B
$794K 0.66%
1,163
+117
HYG icon
50
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
$752K 0.62%
9,257
-154
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