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
$117M
AUM Growth
+$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3.12M
2
+$2.61M
3
+$1.49M
4
TRV icon
Travelers Companies
TRV
+$1.23M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.08M

Top Sells

1
+$3.29M
2
+$1.04M
3
+$1.01M
4
ALLY icon
Ally Financial
ALLY
+$964K
5
ELV icon
Elevance Health
ELV
+$780K

Sector Composition

1 Technology 20.15%
2 Financials 12.04%
3 Consumer Discretionary 8.1%
4 Industrials 4.49%
5 Communication Services 4.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.5%
8,845
-61
27
$1.74M 1.49%
3,498
+431
28
$1.67M 1.43%
30,430
-218
29
$1.57M 1.35%
3,459
+71
30
$1.5M 1.29%
6,814
-10
31
$1.49M 1.28%
+7,718
32
$1.42M 1.21%
15,118
+578
33
$1.38M 1.18%
4,635
-24
34
$1.37M 1.18%
15,415
+982
35
$1.33M 1.14%
42,232
+2,637
36
$1.3M 1.11%
261
37
$1.29M 1.1%
7,070
+74
38
$1.28M 1.1%
39,836
+353
39
$1.26M 1.08%
3,178
+10
40
$1.23M 1.06%
5,574
+72
41
$1.23M 1.06%
+5,112
42
$1.23M 1.05%
6,877
+25
43
$1.08M 0.92%
+17,837
44
$1.05M 0.9%
+1,025
45
$948K 0.81%
4,155
+49
46
$938K 0.81%
17,855
+114
47
$911K 0.78%
15,109
+172
48
$891K 0.76%
8,184
+57
49
$889K 0.76%
1,832
+20
50
$864K 0.74%
2,880
+18
1
2
3