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
$244M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.33M
3
+$222K
4
ADBE icon
Adobe
ADBE
+$210K
5
PVA
PENN VIRGINIA CORP
PVA
+$72.3K

Top Sells

1
+$4.14M
2
+$1.29M
3
+$1.06M
4
XOM icon
Exxon Mobil
XOM
+$1.05M
5
AMT icon
American Tower
AMT
+$942K

Sector Composition

1 Communication Services 27.47%
2 Technology 17.85%
3 Industrials 17.36%
4 Consumer Discretionary 12.49%
5 Real Estate 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$694K 0.28%
8,662
27
$684K 0.28%
12,624
-1,048
28
$606K 0.25%
15,728
29
$588K 0.24%
14,375
30
$577K 0.24%
30,100
-1,932
31
$564K 0.23%
6,885
32
$514K 0.21%
13,283
33
$482K 0.2%
3,860
34
$471K 0.19%
9,475
35
$468K 0.19%
20,000
36
$452K 0.18%
6,888
37
$448K 0.18%
6,606
38
$446K 0.18%
2,425
-493
39
$409K 0.17%
4,889
-5,826
40
$400K 0.16%
16,000
-4,000
41
$282K 0.12%
7,535
42
$279K 0.11%
9,170
-1,704
43
$259K 0.11%
4,000
44
$242K 0.1%
3,626
45
$210K 0.09%
+3,200
46
– –
-3,564
47
– –
-21,600
48
– –
-1,763
49
– –
-3,000
50
– –
-3,640
1
2
3