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
$114M
AUM Growth
+$7.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$1.17M
2
+$1.12M
3
+$424K
4
SPGI icon
S&P Global
SPGI
+$262K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$258K

Top Sells

1
+$1.22M
2
+$1.16M
3
+$837K
4
DEO icon
Diageo
DEO
+$559K
5
LEA icon
Lear
LEA
+$464K

Sector Composition

1 Technology 20.04%
2 Financials 9.04%
3 Healthcare 6.9%
4 Consumer Discretionary 6.58%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.26M 5.5%
51,552
-20
2
$6.04M 5.31%
267,171
+11,391
3
$4.49M 3.95%
69,394
+2,853
4
$4.29M 3.77%
208,662
+9,272
5
$4.23M 3.72%
161,912
+16,226
6
$3.81M 3.35%
8,864
+329
7
$3.6M 3.16%
138,156
+3,452
8
$3.29M 2.89%
70,655
+4,188
9
$3.24M 2.85%
13,927
-47
10
$3.06M 2.69%
5,909
+142
11
$2.99M 2.63%
111,633
+4,233
12
$2.72M 2.39%
3,070
-194
13
$2.63M 2.31%
35,046
+3,358
14
$2.49M 2.19%
13,362
+37
15
$2.35M 2.06%
3,717
-213
16
$2.3M 2.02%
28,556
-353
17
$2.21M 1.94%
4,251
+98
18
$2.1M 1.85%
82,982
+8,284
19
$1.96M 1.72%
3,971
+66
20
$1.92M 1.69%
7,001
+290
21
$1.84M 1.62%
19,779
+524
22
$1.83M 1.61%
23,003
+469
23
$1.8M 1.59%
20,570
+877
24
$1.77M 1.55%
68,694
+4,258
25
$1.76M 1.55%
79,374
+3,321
1
2 3