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
$97.6M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$2.48M
3
+$1.23M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$876K
5
KR icon
Kroger
KR
+$799K

Top Sells

1
+$4.21M
2
+$2.38M
3
+$1.03M
4
JPM icon
JPMorgan Chase
JPM
+$629K
5
J icon
Jacobs Solutions
J
+$456K

Sector Composition

1 Technology 9.62%
2 Financials 8.97%
3 Healthcare 7.62%
4 Energy 4.82%
5 Industrials 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.06M 6.21%
402,657
+17,508
2
$4.51M 4.62%
96,664
+4,321
3
$4.4M 4.51%
273,226
+11,156
4
$4.23M 4.34%
+168,427
5
$3.4M 3.48%
244,812
+12,800
6
$3.32M 3.4%
150,771
+7,305
7
$2.79M 2.86%
113,258
+4,296
8
$2.49M 2.55%
122,948
+2,004
9
$2.48M 2.54%
+34,497
10
$2.18M 2.23%
4,262
+274
11
$2.14M 2.19%
23,920
+928
12
$2.13M 2.18%
6,321
+672
13
$2.05M 2.1%
31,691
+1,375
14
$2M 2.05%
24,494
+3,192
15
$2M 2.05%
26,935
+1,330
16
$1.93M 1.98%
29,500
+1,174
17
$1.89M 1.93%
26,133
+1,323
18
$1.88M 1.93%
21,493
+872
19
$1.73M 1.78%
7,231
+687
20
$1.72M 1.76%
13,306
+976
21
$1.6M 1.64%
31,618
+3,044
22
$1.53M 1.57%
7,390
+703
23
$1.49M 1.53%
4,291
+442
24
$1.46M 1.5%
9,923
+1,150
25
$1.32M 1.36%
9,711
+1,068
1
2 3