BIM
Barton Investment Management Portfolio holdings
AUM
$965M
1-Year Est. Return
51.95%
1 Year Est. Return
+51.95%
AUM
$965M
AUM Growth
+$151M
(+19%)
Holding
48
Top Buys
| 1 | +$5.64M | |
| 2 | +$1.43M | |
| 3 | +$295K | |
| 4 |
Broadcom
AVGO
|
+$287K |
| 5 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$145K |
Top Sells
| 1 | +$5.28M | |
| 2 | +$4.29M | |
| 3 | +$2.77M | |
| 4 |
Shopify
SHOP
|
+$1.15M |
| 5 |
Amazon
AMZN
|
+$757K |
Sector Composition
| 1 | Communication Services | 35.59% |
| 2 | Technology | 30.05% |
| 3 | Consumer Discretionary | 15.64% |
| 4 | Financials | 6.34% |
| 5 | Industrials | 5.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Netflix
NFLX
$511B
| $329M | 34.08% |
245,588
-3,944
|
|
||
|
2
Shopify
SHOP
$206B
| $198M | 20.54% |
1,718,366
-10,010
|
|
||
|
3
Amazon
AMZN
$2.28T
| $113M | 11.74% |
516,445
-3,452
|
|
||
4
Blue Owl Capital
OWL
$10.5B
| $36.6M | 3.8% |
1,906,744
-50
|
|
||
5
Global E Online
GLBE
$5.58B
| $36.2M | 3.75% |
1,079,377
+42,610
|
|
||
6
Air Lease Corp
AL
$7.11B
| $34.8M | 3.61% |
595,023
-73,395
|
|
||
7
Equinix
EQIX
$79.7B
| $30M | 3.1% |
37,662
+34
|
|
||
8
GitLab
GTLB
$7.6B
| $25.5M | 2.64% |
564,183
+124,930
|
|
||
9
Okta
OKTA
$15.3B
| $25.2M | 2.61% |
252,062
-6,586
|
|
||
10
GFL Environmental
GFL
$16.6B
| $21.2M | 2.19% |
419,678
+1,800
|
|
||
11
American Tower
AMT
$89.7B
| $18.3M | 1.89% |
82,633
-2,830
|
|
||
12
Microsoft
MSFT
$3.83T
| $12.8M | 1.33% |
25,775
|
|
||
13
BlackLine
BL
$3.09B
| $9.85M | 1.02% |
174,012
-48,977
|
|
||
14
PayPal
PYPL
$64.2B
| $9.76M | 1.01% |
131,264
-1,550
|
|
||
15
Electronic Arts
EA
$50B
| $8.01M | 0.83% |
50,180
-3,785
|
|
||
16
Qualcomm
QCOM
$176B
| $7.55M | 0.78% |
47,389
-1,338
|
|
||
17
Berkshire Hathaway Class A
BRK.A
$1.06T
| $7.29M | 0.76% |
10
|
|
||
18
Apple
AAPL
$3.74T
| $5.91M | 0.61% |
28,784
-410
|
|
||
|
19
Berkshire Hathaway Class B
BRK.B
$1.06T
| $5.08M | 0.53% |
10,450
|
|
||
20
Alphabet (Google) Class A
GOOGL
$3.07T
| $3.4M | 0.35% |
19,320
|
|
||
21
Vanguard Total Stock Market ETF
VTI
$543B
| $3.36M | 0.35% |
11,052
-665
|
|
||
22
Johnson & Johnson
JNJ
$465B
| $2.28M | 0.24% |
14,943
|
|
||
|
23
Alphabet (Google) Class C
GOOG
$3.08T
| $1.89M | 0.2% |
10,635
-190
|
|
||
24
AbbVie
ABBV
$405B
| $1.78M | 0.18% |
9,614
|
|
||
|
25
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
| $1.61M | 0.17% |
27,389
+2,470
|
|