BIM

Barton Investment Management Portfolio holdings

AUM $982M
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$982M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$1.64M
3
+$443K
4
OWL icon
Blue Owl Capital
OWL
+$228K
5
BILL icon
BILL Holdings
BILL
+$58.1K

Top Sells

1
+$7.75M
2
+$4.99M
3
+$3.93M
4
EQIX icon
Equinix
EQIX
+$1.42M
5
AMZN icon
Amazon
AMZN
+$825K

Sector Composition

1 Technology 35.84%
2 Communication Services 31.49%
3 Consumer Discretionary 15.54%
4 Financials 5.72%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
1
Netflix
NFLX
$462B
$291M 29.59%
2,423,110
-32,770
SHOP icon
2
Shopify
SHOP
$194B
$250M 25.5%
1,684,789
-33,577
AMZN icon
3
Amazon
AMZN
$2.5T
$113M 11.46%
512,687
-3,758
GLBE icon
4
Global E Online
GLBE
$6.77B
$38.3M 3.91%
1,072,342
-7,035
OWL icon
5
Blue Owl Capital
OWL
$9.99B
$32.5M 3.31%
1,920,184
+13,440
AL icon
6
Air Lease Corp
AL
$7.14B
$30.1M 3.07%
473,217
-121,806
EQIX icon
7
Equinix
EQIX
$72B
$28.1M 2.86%
35,853
-1,809
GTLB icon
8
GitLab
GTLB
$6.86B
$25.1M 2.56%
556,878
-7,305
OKTA icon
9
Okta
OKTA
$14.2B
$23M 2.34%
250,525
-1,537
GFL icon
10
GFL Environmental
GFL
$15.5B
$19.8M 2.01%
417,298
-2,380
AMT icon
11
American Tower
AMT
$82.5B
$15.6M 1.59%
81,078
-1,555
MSFT icon
12
Microsoft
MSFT
$3.62T
$13.4M 1.36%
25,775
KVYO icon
13
Klaviyo
KVYO
$8.5B
$10.9M 1.11%
+394,989
EA icon
14
Electronic Arts
EA
$50.7B
$10.1M 1.03%
50,065
-115
BL icon
15
BlackLine
BL
$3.34B
$8.59M 0.88%
161,852
-12,160
PYPL icon
16
PayPal
PYPL
$58.6B
$8.32M 0.85%
124,125
-7,139
QCOM icon
17
Qualcomm
QCOM
$180B
$7.87M 0.8%
47,279
-110
BRK.A icon
18
Berkshire Hathaway Class A
BRK.A
$1.09T
$7.54M 0.77%
10
AAPL icon
19
Apple
AAPL
$4.18T
$7.21M 0.73%
28,329
-455
BRK.B icon
20
Berkshire Hathaway Class B
BRK.B
$1.1T
$5.25M 0.54%
10,450
GOOGL icon
21
Alphabet (Google) Class A
GOOGL
$3.8T
$4.7M 0.48%
19,320
VTI icon
22
Vanguard Total Stock Market ETF
VTI
$562B
$3.53M 0.36%
10,752
-300
JNJ icon
23
Johnson & Johnson
JNJ
$495B
$2.77M 0.28%
14,943
GOOG icon
24
Alphabet (Google) Class C
GOOG
$3.8T
$2.59M 0.26%
10,635
ABBV icon
25
AbbVie
ABBV
$398B
$2.23M 0.23%
9,614
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