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
$123M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.49M
3
+$2.04M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.61M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.28M

Top Sells

1
+$603K
2
+$161K

Sector Composition

1 Technology 16.58%
2 Financials 10.66%
3 Healthcare 9.43%
4 Industrials 5.37%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.64M 5.41%
393,597
2
$5.69M 4.64%
32,636
+18,615
3
$4.62M 3.76%
91,425
4
$4.41M 3.59%
259,514
5
$4.36M 3.55%
9,902
+5,658
6
$4.18M 3.41%
171,852
7
$4.04M 3.29%
222,016
8
$3.79M 3.09%
7,285
+918
9
$3.63M 2.96%
82,260
+8,620
10
$3.59M 2.93%
23,360
+13,260
11
$3.49M 2.84%
10,754
+1,577
12
$3.02M 2.46%
140,748
13
$2.98M 2.43%
143,202
+10,728
14
$2.81M 2.29%
8,032
+4,605
15
$2.48M 2.02%
35,479
16
$2.08M 1.69%
15,920
+2,365
17
$2.05M 1.67%
3,776
+548
18
$2.04M 1.66%
5,104
+795
19
$2.04M 1.66%
36,876
+4,752
20
$2.04M 1.66%
84,898
21
$2M 1.63%
28,814
+3,979
22
$1.99M 1.62%
4,994
+645
23
$1.96M 1.6%
8,380
+1,093
24
$1.9M 1.55%
27,470
25
$1.9M 1.54%
25,871
1
2 3