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
$123M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.49M
3
+$2.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.61M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.28M

Top Sells

1
+$603K
2
+$161K

Sector Composition

1 Technology 16.58%
2 Financials 10.66%
3 Healthcare 9.43%
4 Industrials 5.37%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.54%
15,648
+1,968
27
$1.89M 1.54%
29,149
28
$1.84M 1.5%
25,432
29
$1.54M 1.25%
11,580
+9,620
30
$1.5M 1.22%
5,998
+612
31
$1.48M 1.2%
38,740
+4,885
32
$1.47M 1.2%
12,401
+1,853
33
$1.45M 1.18%
86,505
+10,935
34
$1.44M 1.17%
15,922
35
$1.33M 1.08%
79,905
36
$1.28M 1.04%
15,753
+2,316
37
$1.26M 1.03%
5,173
-662
38
$1.24M 1.01%
8,722
+1,001
39
$1.22M 0.99%
7,818
+1,022
40
$1.22M 0.99%
19,125
+3,071
41
$1.21M 0.99%
14,664
42
$1.2M 0.98%
37,859
43
$1.18M 0.96%
26,310
+3,726
44
$1.12M 0.91%
14,914
45
$1.03M 0.84%
4,948
+529
46
$985K 0.8%
7,318
+1,054
47
$977K 0.8%
3,928
+465
48
$974K 0.79%
18,287
+2,400
49
$950K 0.77%
34,545
+4,419
50
$943K 0.77%
300
+45
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