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
$283M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$1.35M
3
+$202K
4
EQIX icon
Equinix
EQIX
+$81.8K
5
TROW icon
T. Rowe Price
TROW
+$15.5K

Top Sells

1
+$9.27M
2
+$5.94M
3
+$5.18M
4
AMT icon
American Tower
AMT
+$3.59M
5
EBAY icon
eBay
EBAY
+$1.36M

Sector Composition

1 Communication Services 36.04%
2 Industrials 15.45%
3 Technology 13.29%
4 Consumer Discretionary 12.72%
5 Real Estate 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$725K 0.26%
7,575
-7,100
27
$707K 0.25%
13,020
28
$693K 0.25%
59,400
-25,190
29
$637K 0.23%
20,300
-1,400
30
$580K 0.21%
3,580
31
$568K 0.2%
7,085
32
$544K 0.19%
124,214
33
$533K 0.19%
9,475
34
$527K 0.19%
6,886
35
$525K 0.19%
3,860
36
$458K 0.16%
11,375
37
$417K 0.15%
5,200
-600
38
$330K 0.12%
6,740
-1,045
39
$292K 0.1%
9,170
40
$280K 0.1%
7,149
41
$262K 0.09%
4,000
42
$259K 0.09%
3,200
43
$202K 0.07%
+1,299
44
$201K 0.07%
2,088
45
– –
-3,626
1
2