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
$275M
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$4.25M
3
+$1.37M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$679K
5
AL icon
Air Lease Corp
AL
+$216K

Top Sells

1
+$7.73M
2
+$3.14M
3
+$2.07M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.28M

Sector Composition

1 Communication Services 37.99%
2 Industrials 17.81%
3 Consumer Discretionary 11.32%
4 Real Estate 10.25%
5 Technology 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$615K 0.22%
10,200
27
$613K 0.22%
13,020
28
$562K 0.2%
7,085
29
$550K 0.2%
18,100
-22,680
30
$545K 0.2%
19,780
-520
31
$503K 0.18%
3,860
32
$486K 0.18%
9,475
33
$483K 0.18%
3,580
34
$469K 0.17%
6,886
35
$468K 0.17%
4,275
-3,300
36
$417K 0.15%
5,200
37
$410K 0.15%
11,375
38
$366K 0.13%
6,740
39
$359K 0.13%
39,000
-20,400
40
$339K 0.12%
12,550
-76,580
41
$286K 0.1%
7,149
42
$273K 0.1%
9,170
43
$263K 0.1%
3,200
44
$253K 0.09%
4,000
45
$65K 0.02%
124,214
46
– –
-2,088
47
– –
-1,299
1
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