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
ORCL icon
26
Oracle
ORCL
$545B
$1.74M 0.18%
6,185
-400
TROW icon
27
T. Rowe Price
TROW
$23.2B
$1.69M 0.17%
16,440
SYM icon
28
Symbotic
SYM
$7.73B
$1.64M 0.17%
+30,425
DASH icon
29
DoorDash
DASH
$91.9B
$1.63M 0.17%
6,000
VGSH icon
30
Vanguard Short-Term Treasury ETF
VGSH
$25.9B
$1.56M 0.16%
26,589
-800
XOM icon
31
Exxon Mobil
XOM
$545B
$1.41M 0.14%
12,549
ABT icon
32
Abbott
ABT
$217B
$1.33M 0.14%
9,894
ADBE icon
33
Adobe
ADBE
$127B
$1.13M 0.12%
3,200
COST icon
34
Costco
COST
$425B
$948K 0.1%
1,024
BILL icon
35
BILL Holdings
BILL
$5.04B
$838K 0.09%
15,822
+1,096
NVDA icon
36
NVIDIA
NVDA
$4.55T
$731K 0.07%
3,920
DIS icon
37
Walt Disney
DIS
$202B
$720K 0.07%
6,289
MRK icon
38
Merck
MRK
$275B
$685K 0.07%
8,158
AXP icon
39
American Express
AXP
$247B
$576K 0.06%
1,735
META icon
40
Meta Platforms (Facebook)
META
$1.56T
$562K 0.06%
765
SPY icon
41
SPDR S&P 500 ETF Trust
SPY
$715B
$559K 0.06%
839
SCHX icon
42
Schwab US Large- Cap ETF
SCHX
$64.5B
$443K 0.05%
+16,800
ADP icon
43
Automatic Data Processing
ADP
$105B
$411K 0.04%
1,400
VRT icon
44
Vertiv
VRT
$66B
$345K 0.04%
2,285
-15
AVGO icon
45
Broadcom
AVGO
$1.63T
$339K 0.03%
1,027
-13
CI icon
46
Cigna
CI
$72.4B
$311K 0.03%
1,080
NTRS icon
47
Northern Trust
NTRS
$27.5B
$303K 0.03%
2,250
CSCO icon
48
Cisco
CSCO
$297B
$292K 0.03%
4,265
WMT icon
49
Walmart Inc
WMT
$950B
$261K 0.03%
2,535
PFE icon
50
Pfizer
PFE
$147B
$249K 0.03%
9,784
+18
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