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
$85.9M
AUM Growth
-$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$853K
3
+$700K
4
JPM icon
JPMorgan Chase
JPM
+$629K
5
DLTR icon
Dollar Tree
DLTR
+$553K

Top Sells

1
+$1.58M
2
+$705K
3
+$702K
4
CMCSA icon
Comcast
CMCSA
+$694K
5
META icon
Meta Platforms (Facebook)
META
+$594K

Sector Composition

1 Technology 9.85%
2 Financials 8.67%
3 Healthcare 7.6%
4 Industrials 4.76%
5 Energy 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 1.29%
4,816
+74
27
$1.1M 1.28%
8,426
+180
28
$1.1M 1.28%
13,414
+70
29
$1.09M 1.27%
3,849
+108
30
$1.08M 1.26%
5,881
+160
31
$1.05M 1.22%
10,241
+211
32
$1.04M 1.21%
8,643
+135
33
$1.03M 1.2%
61,019
+184
34
$1.03M 1.2%
12,869
+456
35
$1.01M 1.18%
8,970
+224
36
$1.01M 1.18%
28,389
+913
37
$974K 1.13%
15,856
+344
38
$965K 1.12%
3,981
+130
39
$958K 1.12%
5,932
+154
40
$934K 1.09%
72,880
+2,200
41
$916K 1.07%
32,072
+5,378
42
$892K 1.04%
6,646
+11
43
$879K 1.02%
6,109
+186
44
$871K 1.01%
3,283
+79
45
$853K 0.99%
+2,637
46
$845K 0.98%
42,112
+1,024
47
$764K 0.89%
62,960
-58,100
48
$755K 0.88%
11,539
+345
49
$701K 0.82%
3,599
-1,678
50
$700K 0.82%
23,195
+702
1
2
3