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
$123M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.49M
3
+$2.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.61M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.28M

Top Sells

1
+$603K
2
+$161K

Sector Composition

1 Technology 16.58%
2 Financials 10.66%
3 Healthcare 9.43%
4 Industrials 5.37%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$933K 0.76%
+9,004
52
$889K 0.72%
6,131
53
$888K 0.72%
8,861
+920
54
$886K 0.72%
5,737
+544
55
$869K 0.71%
14,845
+2,107
56
$671K 0.55%
9,097
57
$641K 0.52%
2,577
+618
58
$609K 0.5%
6,687
59
$605K 0.49%
4,066
+218
60
$566K 0.46%
9,921
61
$419K 0.34%
+632
62
$405K 0.33%
4,482
63
$317K 0.26%
+8,352
64
$289K 0.24%
7,280
65
$268K 0.22%
+2,469
66
$253K 0.21%
+5,260
67
$251K 0.2%
6,389
68
$241K 0.2%
10,908
69
$240K 0.2%
3,470
-8,726
70
$205K 0.17%
+6,139
71
$15.6K 0.01%
7,283
1 2
3