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
$193M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$35.3M
2
+$25.4M
3
+$20.7M
4
ATHN
Athenahealth, Inc.
ATHN
+$17.4M
5
AMZN icon
Amazon
AMZN
+$12.7M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 26.16%
2 Technology 19.11%
3 Consumer Discretionary 13.53%
4 Industrials 13%
5 Real Estate 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$734K 0.38%
+6,604
27
$650K 0.34%
+15,728
28
$639K 0.33%
+18,000
29
$606K 0.31%
+13,672
30
$596K 0.31%
+6,885
31
$549K 0.28%
+15,728
32
$533K 0.28%
+2,918
33
$492K 0.25%
+7,796
34
$488K 0.25%
+4,360
35
$446K 0.23%
+31,500
36
$438K 0.23%
+14,250
37
$422K 0.22%
+3,564
38
$399K 0.21%
+6,606
39
$399K 0.21%
+6,888
40
$391K 0.2%
+9,475
41
$354K 0.18%
+75,419
42
$292K 0.15%
+3,000
43
$289K 0.15%
+10,874
44
$281K 0.15%
+3,640
45
$265K 0.14%
+4,500
46
$264K 0.14%
+7,535
47
$251K 0.13%
+4,026
48
$229K 0.12%
+4,000
49
$228K 0.12%
+4,400
50
$207K 0.11%
+6,500
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