BCM
Barden Capital Management Portfolio holdings
AUM
$114M
1-Year Return
16.23%
This Quarter Return
+10.8%
1 Year Return
+16.23%
3 Year Return
+74.06%
5 Year Return
–
10 Year Return
–
AUM
$123M
AUM Growth
+$20.1M
(+20%)
Cap. Flow
+$18.9M
Cap. Flow
% of AUM
15.43%
Top 10 Holdings %
Top 10 Hldgs %
36.61%
Holding
71
New
6
Increased
37
Reduced
2
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$3.25M |
| 2 |
Elevance Health
ELV
|
$2.49M |
| 3 |
American Express
AXP
|
$2.04M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.61M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
$1.28M |
Top Sells
| 1 |
CRH
CRH
|
$603K |
| 2 |
Danaher
DHR
|
$161K |
Sector Composition
| 1 | Technology | 16.58% |
| 2 | Financials | 10.66% |
| 3 | Healthcare | 9.43% |
| 4 | Industrials | 5.37% |
| 5 | Consumer Discretionary | 5.08% |
