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
$97.6M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$2.48M
3
+$1.23M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$876K
5
KR icon
Kroger
KR
+$799K

Top Sells

1
+$4.21M
2
+$2.38M
3
+$1.03M
4
JPM icon
JPMorgan Chase
JPM
+$629K
5
J icon
Jacobs Solutions
J
+$456K

Sector Composition

1 Technology 9.62%
2 Financials 8.97%
3 Healthcare 7.62%
4 Energy 4.82%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$766K 0.79%
6,166
+685
52
$761K 0.78%
9,020
+50
53
$750K 0.77%
8,976
+46
54
$721K 0.74%
29,460
+4,756
55
$717K 0.74%
7,713
-45,322
56
$706K 0.72%
9,584
+345
57
$611K 0.63%
3,330
+1,600
58
$580K 0.59%
4,100
+38
59
$548K 0.56%
4,115
-1,994
60
$461K 0.47%
13,870
-9,325
61
$317K 0.32%
13,872
-104,142
62
$254K 0.26%
7,280
63
$235K 0.24%
1,977
-1,306
64
$220K 0.23%
+5,650
65
– –
-5,078
66
– –
-61,019
67
– –
-6,015
1 2
3