BIM

Barton Investment Management Portfolio holdings

AUM $965M
1-Year Est. Return 51.95%
This Quarter Est. Return
1 Year Est. Return
+51.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$965M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$5.64M
2
+$1.43M
3
+$295K
4
AVGO icon
Broadcom
AVGO
+$287K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$145K

Top Sells

1
+$5.28M
2
+$4.29M
3
+$2.77M
4
SHOP icon
Shopify
SHOP
+$1.15M
5
AMZN icon
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
TROW icon
26
T. Rowe Price
TROW
$22.8B
$1.59M 0.16%
16,440
-730
DASH icon
27
DoorDash
DASH
$112B
$1.48M 0.15%
6,000
ORCL icon
28
Oracle
ORCL
$830B
$1.44M 0.15%
6,585
XOM icon
29
Exxon Mobil
XOM
$479B
$1.35M 0.14%
12,549
ABT icon
30
Abbott
ABT
$224B
$1.35M 0.14%
9,894
ADBE icon
31
Adobe
ADBE
$140B
$1.24M 0.13%
3,200
COST icon
32
Costco
COST
$415B
$1.01M 0.11%
1,024
DIS icon
33
Walt Disney
DIS
$199B
$780K 0.08%
6,289
BILL icon
34
BILL Holdings
BILL
$5.19B
$681K 0.07%
14,726
+856
MRK icon
35
Merck
MRK
$212B
$646K 0.07%
8,158
NVDA icon
36
NVIDIA
NVDA
$4.46T
$619K 0.06%
3,920
META icon
37
Meta Platforms (Facebook)
META
$1.8T
$565K 0.06%
765
AXP icon
38
American Express
AXP
$241B
$553K 0.06%
1,735
SPY icon
39
SPDR S&P 500 ETF Trust
SPY
$660B
$518K 0.05%
839
ADP icon
40
Automatic Data Processing
ADP
$114B
$432K 0.04%
1,400
CI icon
41
Cigna
CI
$79.9B
$357K 0.04%
1,080
CSCO icon
42
Cisco
CSCO
$277B
$296K 0.03%
4,265
VRT icon
43
Vertiv
VRT
$66.4B
$295K 0.03%
+2,300
AVGO icon
44
Broadcom
AVGO
$1.65T
$287K 0.03%
+1,040
NTRS icon
45
Northern Trust
NTRS
$23.8B
$285K 0.03%
2,250
WMT icon
46
Walmart
WMT
$859B
$248K 0.03%
2,535
PFE icon
47
Pfizer
PFE
$139B
$237K 0.02%
9,766
+18
VTV icon
48
Vanguard Value ETF
VTV
$147B
$218K 0.02%
1,235
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