BIM

Barton Investment Management Portfolio holdings

AUM $928M
1-Year Est. Return 19.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928M
AUM Growth
-$53.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$7.7M
2
+$469K
3
+$256K
4
TWLO icon
Twilio
TWLO
+$181K
5
GFL icon
GFL Environmental
GFL
+$127K

Top Sells

1
+$7.12M
2
+$5.54M
3
+$4.47M
4
AMZN icon
Amazon
AMZN
+$1.6M
5
AAPL icon
Apple
AAPL
+$786K

Sector Composition

1 Technology 39.78%
2 Communication Services 26.19%
3 Consumer Discretionary 17.29%
4 Financials 5.53%
5 Industrials 4.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOP icon
1
Shopify
SHOP
$156B
$264M 28.45%
1,640,426
-44,363
NFLX icon
2
Netflix
NFLX
$410B
$222M 23.96%
2,371,717
-51,393
AMZN icon
3
Amazon
AMZN
$2.24T
$117M 12.58%
505,676
-7,011
GLBE icon
4
Global E Online
GLBE
$5.88B
$42.4M 4.57%
1,079,254
+6,912
OWL icon
5
Blue Owl Capital
OWL
$7.11B
$29.1M 3.14%
1,950,164
+29,980
EQIX icon
6
Equinix
EQIX
$94.9B
$27M 2.91%
35,256
-597
AL icon
7
Air Lease Corp
AL
$7.25B
$25.9M 2.79%
403,246
-69,971
KVYO icon
8
Klaviyo
KVYO
$5.55B
$21.8M 2.34%
670,042
+275,053
OKTA icon
9
Okta
OKTA
$13.1B
$21.7M 2.34%
250,886
+361
GTLB icon
10
GitLab
GTLB
$4.41B
$21M 2.26%
558,603
+1,725
GFL icon
11
GFL Environmental
GFL
$16.2B
$18M 1.94%
420,150
+2,852
AMT icon
12
American Tower
AMT
$89B
$13.9M 1.5%
79,208
-1,870
MSFT icon
13
Microsoft
MSFT
$2.96T
$11.8M 1.27%
24,461
-1,314
EA icon
14
Electronic Arts
EA
$50.3B
$10M 1.08%
49,065
-1,000
BL icon
15
BlackLine
BL
$2.14B
$8.86M 0.95%
160,204
-1,648
QCOM icon
16
Qualcomm
QCOM
$150B
$8.05M 0.87%
47,081
-198
BRK.A icon
17
Berkshire Hathaway Class A
BRK.A
$1.04T
$7.55M 0.81%
10
AAPL icon
18
Apple
AAPL
$3.89T
$6.91M 0.74%
25,402
-2,927
PYPL icon
19
PayPal
PYPL
$42B
$6.84M 0.74%
117,171
-6,954
GOOGL icon
20
Alphabet (Google) Class A
GOOGL
$3.71T
$6.08M 0.65%
19,410
+90
BRK.B icon
21
Berkshire Hathaway Class B
BRK.B
$1.04T
$5.26M 0.57%
10,465
+15
VTI icon
22
Vanguard Total Stock Market ETF
VTI
$583B
$3.6M 0.39%
10,752
GOOG icon
23
Alphabet (Google) Class C
GOOG
$3.71T
$3.34M 0.36%
10,635
JNJ icon
24
Johnson & Johnson
JNJ
$599B
$3.07M 0.33%
14,817
-126
ABBV icon
25
AbbVie
ABBV
$414B
$2.2M 0.24%
9,614
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