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
$97.6M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$2.48M
3
+$1.23M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$876K
5
KR icon
Kroger
KR
+$799K

Top Sells

1
+$4.21M
2
+$2.38M
3
+$1.03M
4
JPM icon
JPMorgan Chase
JPM
+$629K
5
J icon
Jacobs Solutions
J
+$456K

Sector Composition

1 Technology 9.62%
2 Financials 8.97%
3 Healthcare 7.62%
4 Energy 4.82%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.32M 1.35%
32,004
+3,615
27
$1.29M 1.32%
5,494
+602
28
$1.27M 1.31%
13,701
+1,585
29
$1.27M 1.3%
4,355
+374
30
$1.26M 1.3%
5,465
+649
31
$1.23M 1.26%
+14,524
32
$1.23M 1.26%
10,462
+221
33
$1.22M 1.25%
80,070
+7,190
34
$1.19M 1.22%
14,380
+1,511
35
$1.16M 1.19%
9,526
+1,100
36
$1.16M 1.19%
6,669
+737
37
$1.15M 1.17%
32,858
+786
38
$1.09M 1.12%
74,630
+11,670
39
$1.08M 1.1%
7,685
+1,039
40
$1.01M 1.04%
16,190
+334
41
$1M 1.03%
24,347
+2,092
42
$992K 1.02%
4,126
-1,755
43
$972K 1%
2,657
+20
44
$961K 0.98%
13,343
+1,804
45
$955K 0.98%
13,712
+298
46
$931K 0.95%
43,237
+1,125
47
$928K 0.95%
23,224
+2,571
48
$878K 0.9%
4,237
+638
49
$876K 0.9%
+2,836
50
$799K 0.82%
+17,923
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