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
$85.9M
AUM Growth
-$6.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$853K
3
+$700K
4
JPM icon
JPMorgan Chase
JPM
+$629K
5
DLTR icon
Dollar Tree
DLTR
+$553K

Top Sells

1
+$1.58M
2
+$705K
3
+$702K
4
CMCSA icon
Comcast
CMCSA
+$694K
5
META icon
Meta Platforms (Facebook)
META
+$594K

Sector Composition

1 Technology 9.85%
2 Financials 8.67%
3 Healthcare 7.6%
4 Industrials 4.76%
5 Energy 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.44M 6.33%
385,149
+5,730
2
$4.84M 5.63%
53,035
-2,878
3
$3.95M 4.6%
92,343
-2,927
4
$3.69M 4.29%
262,070
-4,140
5
$3.24M 3.77%
232,012
-5,468
6
$2.8M 3.26%
143,466
-2,952
7
$2.68M 3.12%
108,962
-1,898
8
$2.67M 3.11%
118,014
-2,106
9
$2.29M 2.66%
120,944
+3,220
10
$2.01M 2.34%
22,992
-464
11
$1.81M 2.11%
3,988
+59
12
$1.75M 2.04%
30,316
-1,253
13
$1.72M 2%
25,605
-1,226
14
$1.71M 1.99%
28,326
-682
15
$1.7M 1.98%
12,330
+307
16
$1.69M 1.97%
24,810
-911
17
$1.66M 1.93%
21,302
+241
18
$1.55M 1.81%
5,649
+233
19
$1.52M 1.77%
6,544
+188
20
$1.49M 1.73%
+20,621
21
$1.24M 1.45%
28,574
+552
22
$1.19M 1.38%
6,687
+205
23
$1.18M 1.38%
8,773
+228
24
$1.12M 1.3%
4,892
+121
25
$1.12M 1.3%
12,116
-524
1
2 3