BCM

Barden Capital Management Portfolio holdings

AUM $114M
1-Year Est. Return 16.23%
This Quarter Est. Return
1 Year Est. Return
+16.23%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$102M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$862K
3
+$820K
4
BAC icon
Bank of America
BAC
+$767K
5
ADBE icon
Adobe
ADBE
+$438K

Top Sells

1
+$1.16M
2
+$1.12M
3
+$497K
4
MSFT icon
Microsoft
MSFT
+$425K
5
AAPL icon
Apple
AAPL
+$417K

Sector Composition

1 Technology 13.85%
2 Financials 8.87%
3 Healthcare 6.23%
4 Consumer Discretionary 5.35%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 1.36%
6,264
+111
27
$1.39M 1.36%
5,071
-524
28
$1.35M 1.33%
5,397
+38
29
$1.34M 1.31%
65,025
+1,780
30
$1.26M 1.24%
3,530
+88
31
$1.24M 1.21%
7,640
+284
32
$1.21M 1.18%
11,123
+357
33
$1.2M 1.17%
8,718
+91
34
$1.17M 1.15%
4,503
+122
35
$1.16M 1.14%
25,258
+616
36
$1.15M 1.13%
5,372
+159
37
$1.14M 1.12%
5,378
+138
38
$1.13M 1.11%
49,964
+7,447
39
$1.1M 1.08%
4,797
+89
40
$1.07M 1.05%
24,595
+316
41
$1.06M 1.04%
26,608
+594
42
$1.02M 1%
17,078
+902
43
$992K 0.97%
2,763
+48
44
$954K 0.94%
3,361
+96
45
$932K 0.91%
19,903
+50
46
$932K 0.91%
+9,321
47
$926K 0.91%
8,519
+323
48
$854K 0.84%
6,653
+121
49
$840K 0.82%
10,379
+244
50
$820K 0.8%
+36,828
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