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
$271M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.03M
3
+$780K
4
KMI
KINDER MORGAN,INC
KMI
+$673K
5
AL icon
Air Lease Corp
AL
+$399K

Top Sells

1
+$3.11M
2
+$1.58M
3
+$982K
4
QCOM icon
Qualcomm
QCOM
+$707K
5
INXN
Interxion Holding N.V.
INXN
+$650K

Sector Composition

1 Communication Services 30.68%
2 Technology 15.37%
3 Industrials 14.84%
4 Consumer Discretionary 12.79%
5 Real Estate 12.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$805K 0.3%
124,214
+4,491
27
$732K 0.27%
15,808
28
$714K 0.26%
13,020
-158
29
$675K 0.25%
21,700
30
$557K 0.21%
3,860
31
$534K 0.2%
7,085
32
$515K 0.19%
9,475
33
$497K 0.18%
5,800
34
$491K 0.18%
11,375
35
$480K 0.18%
6,886
36
$463K 0.17%
3,580
-909
37
$389K 0.14%
7,785
38
$303K 0.11%
9,170
39
$290K 0.11%
7,149
40
$277K 0.1%
4,000
41
$237K 0.09%
3,200
42
$219K 0.08%
2,088
-75
43
$209K 0.08%
+3,626
44
– –
-7
45
– –
-1,767
1
2