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
$114M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.12M
3
+$424K
4
SPGI icon
S&P Global
SPGI
+$262K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$258K

Top Sells

1
+$1.22M
2
+$1.16M
3
+$837K
4
DEO icon
Diageo
DEO
+$559K
5
LEA icon
Lear
LEA
+$464K

Sector Composition

1 Technology 20.04%
2 Financials 9.04%
3 Healthcare 6.9%
4 Consumer Discretionary 6.58%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.55%
23,360
+787
27
$1.63M 1.44%
84,620
+8,360
28
$1.58M 1.39%
3,067
+507
29
$1.56M 1.37%
3,388
-26
30
$1.55M 1.36%
8,906
-346
31
$1.54M 1.35%
30,648
-839
32
$1.48M 1.3%
39,483
+771
33
$1.42M 1.25%
5,502
+583
34
$1.41M 1.24%
6,824
+54
35
$1.39M 1.22%
14,540
+1,491
36
$1.39M 1.22%
39,595
+4,283
37
$1.35M 1.19%
14,433
+1,513
38
$1.26M 1.11%
4,659
-397
39
$1.24M 1.09%
11,758
+1,253
40
$1.2M 1.05%
6,996
-6,808
41
$1.19M 1.05%
3,168
-103
42
$1.17M 1.03%
+8,127
43
$1.16M 1.02%
2,862
+82
44
$1.12M 0.99%
+14,937
45
$1.1M 0.97%
261
+4
46
$1.04M 0.91%
33,112
-1,013
47
$1.03M 0.9%
6,852
+312
48
$1.01M 0.89%
4,106
+325
49
$1.01M 0.88%
15,103
+813
50
$964K 0.85%
27,093
+1,124
1
2
3