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
1
$6.09M 5.97%
339,087
+48,045
2
$5.4M 5.29%
51,857
+3,046
3
$4.81M 4.71%
87,747
+6,566
4
$4.39M 4.31%
239,402
+21,800
5
$4.07M 3.99%
217,692
+10,396
6
$3.3M 3.24%
138,825
+9,153
7
$2.96M 2.91%
108,630
+2,340
8
$2.65M 2.6%
104,952
+17,132
9
$2.58M 2.53%
96,812
+13,480
10
$2.56M 2.51%
5,718
+978
11
$2.34M 2.29%
98,828
+3,056
12
$2.12M 2.08%
4,319
-327
13
$2.11M 2.07%
25,298
+1,708
14
$2.1M 2.05%
29,768
+1,603
15
$1.99M 1.95%
20,694
+2,857
16
$1.97M 1.93%
23,500
+1,674
17
$1.96M 1.92%
19,182
+2,190
18
$1.95M 1.91%
26,295
+2,248
19
$1.91M 1.88%
11,740
+360
20
$1.83M 1.79%
10,471
-2,389
21
$1.81M 1.78%
10,761
+791
22
$1.71M 1.67%
20,266
-67
23
$1.68M 1.65%
5,459
-1,378
24
$1.59M 1.56%
12,108
+289
25
$1.51M 1.48%
8,099
-639
1
2 3