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
-$246K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$835K
3
+$543K
4
ATHN
Athenahealth, Inc.
ATHN
+$478K
5
KMI
KINDER MORGAN,INC
KMI
+$84.6K

Top Sells

1
+$937K
2
+$605K
3
+$413K
4
TROW icon
T. Rowe Price
TROW
+$300K
5
QCOM icon
Qualcomm
QCOM
+$248K

Sector Composition

1 Communication Services 27.78%
2 Industrials 17.12%
3 Technology 15.71%
4 Real Estate 13.13%
5 Consumer Discretionary 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$816K 0.31%
8,662
27
$800K 0.31%
119,723
+2,360
28
$714K 0.27%
13,178
29
$712K 0.27%
15,808
30
$599K 0.23%
21,700
31
$580K 0.22%
3,860
32
$577K 0.22%
7,085
33
$519K 0.2%
9,475
34
$512K 0.2%
11,375
-3,000
35
$484K 0.19%
5,800
-806
36
$464K 0.18%
6,886
-2
37
$462K 0.18%
4,489
-400
38
$384K 0.15%
7,785
39
$302K 0.12%
7,149
-1,134
40
$277K 0.11%
4,000
41
$271K 0.1%
1,767
-520
42
$271K 0.1%
9,170
43
$243K 0.09%
2,163
44
$233K 0.09%
3,200
45
– –
-3,626
1
2