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
$103M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.26M
3
+$1.12M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.09M
5
MSFT icon
Microsoft
MSFT
+$821K

Top Sells

1
+$966K
2
+$746K
3
+$675K
4
CRH icon
CRH
CRH
+$460K
5
COF icon
Capital One
COF
+$454K

Sector Composition

1 Technology 14.2%
2 Financials 8.32%
3 Healthcare 7.2%
4 Industrials 5.25%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.56%
13,680
+494
27
$1.5M 1.46%
10,100
+1,322
28
$1.44M 1.4%
15,922
+4,145
29
$1.35M 1.32%
5,386
+763
30
$1.33M 1.29%
79,905
+3,492
31
$1.31M 1.27%
33,855
+1,406
32
$1.26M 1.23%
5,835
+672
33
$1.26M 1.23%
10,548
+328
34
$1.24M 1.21%
75,570
+7,230
35
$1.21M 1.18%
14,664
+4,063
36
$1.2M 1.17%
37,859
+9,568
37
$1.2M 1.16%
3,427
+109
38
$1.12M 1.09%
14,914
+1,511
39
$1.08M 1.05%
7,721
+1,146
40
$1.06M 1.03%
6,796
+842
41
$1.05M 1.03%
13,437
+1,872
42
$1.03M 1.01%
16,054
+591
43
$1.01M 0.98%
22,584
+455
44
$900K 0.88%
4,419
+803
45
$889K 0.87%
6,131
+116
46
$851K 0.83%
3,463
+771
47
$836K 0.81%
6,264
+722
48
$836K 0.81%
15,887
+1,915
49
$802K 0.78%
5,193
+1,378
50
$796K 0.77%
30,126
+5,172
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