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
$256M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.16M
3
+$1.04M
4
EOG icon
EOG Resources
EOG
+$876K
5
AL icon
Air Lease Corp
AL
+$698K

Top Sells

1
+$3.69M
2
+$1.33M
3
+$723K
4
AMT icon
American Tower
AMT
+$420K
5
NFLX icon
Netflix
NFLX
+$395K

Sector Composition

1 Communication Services 32.08%
2 Technology 15.23%
3 Industrials 14.76%
4 Real Estate 11.9%
5 Consumer Discretionary 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$876K 0.34%
+7,500
27
$743K 0.29%
8,662
28
$699K 0.27%
30,100
29
$697K 0.27%
12,624
30
$647K 0.25%
15,808
+80
31
$592K 0.23%
7,017
+132
32
$583K 0.23%
14,375
33
$498K 0.19%
9,475
34
$489K 0.19%
3,860
35
$460K 0.18%
6,606
36
$450K 0.18%
4,889
37
$442K 0.17%
6,888
38
$420K 0.16%
2,425
39
$376K 0.15%
14,000
-2,000
40
$351K 0.14%
8,283
-5,000
41
$321K 0.13%
7,665
+130
42
$273K 0.11%
4,000
43
$258K 0.1%
9,170
44
$242K 0.09%
3,626
45
$232K 0.09%
3,200
46
$226K 0.09%
+1,730
47
– –
-48,937
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