BIM
Barton Investment Management Portfolio holdings
AUM
$982M
1-Year Est. Return
48.15%
1 Year Est. Return
+48.15%
AUM
$982M
AUM Growth
+$16.8M
(+1.7%)
Holding
51
Top Buys
| 1 | +$10.9M | |
| 2 | +$1.64M | |
| 3 | +$443K | |
| 4 |
Blue Owl Capital
OWL
|
+$228K |
| 5 |
BILL Holdings
BILL
|
+$58.1K |
Top Sells
| 1 | +$7.75M | |
| 2 | +$4.99M | |
| 3 | +$3.93M | |
| 4 |
Equinix
EQIX
|
+$1.42M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
1
Netflix
NFLX
$373B
| $291M | 29.59% |
2,423,110
-32,770
|
|
||
2
Shopify
SHOP
$206B
| $250M | 25.5% |
1,684,789
-33,577
|
|
||
|
3
Amazon
AMZN
$2.55T
| $113M | 11.46% |
512,687
-3,758
|
|
||
4
Global E Online
GLBE
$6.5B
| $38.3M | 3.91% |
1,072,342
-7,035
|
|
||
|
5
Blue Owl Capital
OWL
$10.5B
| $32.5M | 3.31% |
1,920,184
+13,440
|
|
||
6
Air Lease Corp
AL
$7.19B
| $30.1M | 3.07% |
473,217
-121,806
|
|
||
|
7
Equinix
EQIX
$78.7B
| $28.1M | 2.86% |
35,853
-1,809
|
|
||
8
GitLab
GTLB
$5.85B
| $25.1M | 2.56% |
556,878
-7,305
|
|
||
9
Okta
OKTA
$16.3B
| $23M | 2.34% |
250,525
-1,537
|
|
||
10
GFL Environmental
GFL
$14.9B
| $19.8M | 2.01% |
417,298
-2,380
|
|
||
11
American Tower
AMT
$85B
| $15.6M | 1.59% |
81,078
-1,555
|
|
||
12
Microsoft
MSFT
$3.39T
| $13.4M | 1.36% |
25,775
|
|
||
13
Klaviyo
KVYO
$7.73B
| $10.9M | 1.11% |
+394,989
|
|
||
14
Electronic Arts
EA
$51.1B
| $10.1M | 1.03% |
50,065
-115
|
|
||
15
BlackLine
BL
$3.12B
| $8.59M | 0.88% |
161,852
-12,160
|
|
||
16
PayPal
PYPL
$53.1B
| $8.32M | 0.85% |
124,125
-7,139
|
|
||
17
Qualcomm
QCOM
$173B
| $7.87M | 0.8% |
47,279
-110
|
|
||
18
Berkshire Hathaway Class A
BRK.A
$1.06T
| $7.54M | 0.77% |
10
|
|
||
19
Apple
AAPL
$3.8T
| $7.21M | 0.73% |
28,329
-455
|
|
||
|
20
Berkshire Hathaway Class B
BRK.B
$1.06T
| $5.25M | 0.54% |
10,450
|
|
||
21
Alphabet (Google) Class A
GOOGL
$4.02T
| $4.7M | 0.48% |
19,320
|
|
||
22
Vanguard Total Stock Market ETF
VTI
$582B
| $3.53M | 0.36% |
10,752
-300
|
|
||
23
Johnson & Johnson
JNJ
$529B
| $2.77M | 0.28% |
14,943
|
|
||
|
24
Alphabet (Google) Class C
GOOG
$4.02T
| $2.59M | 0.26% |
10,635
|
|
||
25
AbbVie
ABBV
$383B
| $2.23M | 0.23% |
9,614
|
|