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
$221M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.16M
3
+$708K
4
EBAY icon
eBay
EBAY
+$360K
5
AMT icon
American Tower
AMT
+$322K

Top Sells

1
+$2.83M
2
+$555K
3
+$388K
4
ICUI icon
ICU Medical
ICUI
+$387K
5
KO icon
Coca-Cola
KO
+$310K

Sector Composition

1 Communication Services 29.12%
2 Technology 17.95%
3 Industrials 13.73%
4 Consumer Discretionary 13.49%
5 Real Estate 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$672K 0.3%
18,000
27
$621K 0.28%
13,672
28
$596K 0.27%
6,885
29
$536K 0.24%
31,500
30
$522K 0.24%
15,728
31
$517K 0.23%
2,918
32
$503K 0.23%
7,796
33
$502K 0.23%
75,419
34
$495K 0.22%
4,360
35
$473K 0.21%
14,250
36
$433K 0.2%
3,564
37
$420K 0.19%
6,606
38
$417K 0.19%
11,016
-8,200
39
$392K 0.18%
9,475
40
$375K 0.17%
6,888
41
$296K 0.13%
10,874
42
$283K 0.13%
3,640
43
$259K 0.12%
6,500
44
$259K 0.12%
7,535
45
$253K 0.11%
4,026
46
$237K 0.11%
4,000
47
$232K 0.1%
+3,000
48
$213K 0.1%
+2,129
49
$202K 0.09%
1,763
-4,841
50
$110K 0.05%
10,000
1
2
3