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
$250M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$634K
3
+$575K
4
INXN
Interxion Holding N.V.
INXN
+$570K
5
AL icon
Air Lease Corp
AL
+$546K

Top Sells

1
+$2.61M
2
+$672K
3
+$260K
4
EEFT icon
Euronet Worldwide
EEFT
+$259K
5
MMM icon
3M
MMM
+$213K

Sector Composition

1 Communication Services 28.84%
2 Technology 17.85%
3 Industrials 14.93%
4 Consumer Discretionary 13.56%
5 Real Estate 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$809K 0.32%
10,200
27
$662K 0.27%
8,662
+866
28
$653K 0.26%
13,672
29
$642K 0.26%
32,032
+532
30
$603K 0.24%
15,728
31
$600K 0.24%
6,885
32
$550K 0.22%
14,375
+125
33
$549K 0.22%
13,283
+2,267
34
$523K 0.21%
2,918
35
$520K 0.21%
20,000
-10,000
36
$469K 0.19%
6,606
37
$458K 0.18%
3,860
-500
38
$445K 0.18%
3,564
39
$430K 0.17%
9,475
40
$426K 0.17%
6,888
41
$409K 0.16%
+20,000
42
$316K 0.13%
10,874
43
$306K 0.12%
3,640
44
$289K 0.12%
7,535
45
$261K 0.1%
4,000
46
$249K 0.1%
3,000
47
$242K 0.1%
3,626
-400
48
$237K 0.09%
1,763
49
$207K 0.08%
+21,600
50
– –
-18,000
1
2
3