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
$261M
AUM Growth
+$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.6M
3
+$1.32M
4
EQIX icon
Equinix
EQIX
+$1.14M
5
KMI
KINDER MORGAN,INC
KMI
+$997K

Top Sells

1
+$3.61M
2
+$876K
3
+$376K
4
ET icon
Energy Transfer Partners
ET
+$333K
5
RAX
Rackspace Hosting Inc
RAX
+$261K

Sector Composition

1 Communication Services 32.54%
2 Industrials 15.21%
3 Technology 13.71%
4 Real Estate 12.42%
5 Consumer Discretionary 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$913K 0.35%
15,808
27
$771K 0.29%
8,662
28
$745K 0.29%
13,178
+554
29
$657K 0.25%
15,808
30
$591K 0.23%
7,085
+68
31
$550K 0.21%
14,375
32
$547K 0.21%
21,700
-8,400
33
$533K 0.2%
3,860
34
$491K 0.19%
9,475
35
$482K 0.18%
6,606
36
$469K 0.18%
6,888
37
$443K 0.17%
4,889
38
$415K 0.16%
2,287
-138
39
$358K 0.14%
7,785
+120
40
$353K 0.14%
8,283
41
$261K 0.1%
4,000
42
$258K 0.1%
2,163
+433
43
$257K 0.1%
9,170
44
$221K 0.08%
3,200
45
$208K 0.08%
3,626
46
– –
-14,000
47
– –
-7,500
48
– –
-196,175
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