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
$305M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.58M
3
+$1.19M
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$1.08M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$989K

Top Sells

1
+$2.24M
2
+$1.87M
3
+$1.03M
4
XOM icon
Exxon Mobil
XOM
+$473K
5
NFLX icon
Netflix
NFLX
+$425K

Sector Composition

1 Communication Services 37.28%
2 Industrials 19.36%
3 Consumer Discretionary 13.1%
4 Real Estate 10.59%
5 Technology 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$623K 0.2%
7,085
27
$524K 0.17%
3,580
28
$521K 0.17%
19,780
29
$515K 0.17%
9,475
30
$510K 0.17%
3,860
31
$496K 0.16%
6,886
32
$496K 0.16%
10,200
33
$482K 0.16%
4,275
34
$441K 0.14%
5,200
35
$416K 0.14%
11,375
36
$392K 0.13%
6,740
37
$307K 0.1%
7,149
38
$301K 0.1%
3,200
39
$286K 0.09%
9,500
-3,050
40
$281K 0.09%
9,170
41
$269K 0.09%
18,000
-23,500
42
$266K 0.09%
4,000
43
$190K 0.06%
+1,300
44
$188K 0.06%
+2,088
45
$183K 0.06%
+3,626
46
$174K 0.06%
+2,613
47
$168K 0.06%
+1,129
48
$158K 0.05%
+1,200
49
$157K 0.05%
18,000
-21,000
50
$153K 0.05%
+4,392
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