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
$103M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.61M
2
+$1.26M
3
+$1.12M
4
SPGM icon
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
+$1.09M
5
MSFT icon
Microsoft
MSFT
+$821K

Top Sells

1
+$966K
2
+$746K
3
+$675K
4
CRH icon
CRH
CRH
+$460K
5
COF icon
Capital One
COF
+$454K

Sector Composition

1 Technology 14.2%
2 Financials 8.32%
3 Healthcare 7.2%
4 Industrials 5.25%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.64M 6.46%
393,597
+95,307
2
$4.62M 4.49%
91,425
+21,620
3
$4.41M 4.29%
259,514
+65,908
4
$4.18M 4.07%
171,852
+51,891
5
$4.04M 3.93%
222,016
+42,640
6
$3.24M 3.16%
6,367
+688
7
$3.2M 3.12%
73,640
+12,230
8
$3.02M 2.94%
140,748
+31,761
9
$2.89M 2.82%
9,177
+2,602
10
$2.73M 2.66%
132,474
+4,484
11
$2.48M 2.41%
35,479
+10,373
12
$2.4M 2.34%
14,021
+1,501
13
$2.04M 1.98%
84,898
+21,800
14
$1.9M 1.85%
27,470
+6,437
15
$1.9M 1.85%
25,871
+6,762
16
$1.89M 1.84%
29,149
+6,240
17
$1.85M 1.8%
4,244
+355
18
$1.84M 1.79%
25,432
+5,562
19
$1.77M 1.72%
32,124
+3,640
20
$1.73M 1.68%
3,228
+22
21
$1.72M 1.67%
4,349
+523
22
$1.72M 1.67%
13,555
+4,965
23
$1.71M 1.66%
24,835
+3,635
24
$1.67M 1.63%
7,287
+835
25
$1.67M 1.63%
4,309
+433
1
2 3