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
$102M
AUM Growth
-$2.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$932K
2
+$862K
3
+$820K
4
BAC icon
Bank of America
BAC
+$767K
5
ADBE icon
Adobe
ADBE
+$438K

Top Sells

1
+$1.16M
2
+$1.12M
3
+$497K
4
MSFT icon
Microsoft
MSFT
+$425K
5
AAPL icon
Apple
AAPL
+$417K

Sector Composition

1 Technology 13.85%
2 Financials 8.87%
3 Healthcare 6.23%
4 Consumer Discretionary 5.35%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$796K 0.78%
3,578
+192
52
$767K 0.75%
+18,620
53
$753K 0.74%
5,863
+127
54
$739K 0.72%
18,452
+397
55
$708K 0.69%
3,330
56
$685K 0.67%
4,803
+138
57
$683K 0.67%
8,304
+1,294
58
$659K 0.65%
2,722
-2,051
59
$634K 0.62%
5,621
+522
60
$303K 0.3%
7,280
-2
61
$261K 0.26%
5,650
62
– –
-7,720
63
– –
-7,403
1 2
3