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
$103M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.26M
3
+$1.12M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.09M
5
MSFT icon
Microsoft
MSFT
+$821K

Top Sells

1
+$966K
2
+$746K
3
+$675K
4
CRH icon
CRH
CRH
+$460K
5
COF icon
Capital One
COF
+$454K

Sector Composition

1 Technology 14.2%
2 Financials 8.32%
3 Healthcare 7.2%
4 Industrials 5.25%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$783K 0.76%
+255
52
$767K 0.75%
7,941
-4,700
53
$732K 0.71%
12,738
+263
54
$671K 0.65%
9,097
+2,142
55
$667K 0.65%
12,196
-8,414
56
$609K 0.59%
6,687
-697
57
$574K 0.56%
3,848
+126
58
$566K 0.55%
9,921
+358
59
$488K 0.48%
1,959
+71
60
$405K 0.39%
+4,482
61
$289K 0.28%
7,280
62
$260K 0.25%
1,960
-7,298
63
$251K 0.24%
+6,389
64
$241K 0.23%
10,908
-1,904
65
$15.6K 0.02%
+7,283
66
– –
-316
67
– –
-12,627
68
– –
-4,707
69
– –
-41,885
1 2
3