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
$365M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.57M
3
+$6.8M
4
EA icon
Electronic Arts
EA
+$6.68M
5
AMT icon
American Tower
AMT
+$5.13M

Top Sells

1
+$183K
2
+$174K
3
+$158K
4
DEST
Destination Maternity Corporation
DEST
+$157K
5
DOC icon
Healthpeak Properties
DOC
+$153K

Sector Composition

1 Communication Services 34.21%
2 Industrials 18.39%
3 Consumer Discretionary 12.53%
4 Real Estate 11.91%
5 Technology 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.35%
9,125
+8,407
27
$898K 0.25%
15,728
28
$828K 0.23%
30,404
+10,624
29
$810K 0.22%
8,162
30
$695K 0.19%
7,085
31
$657K 0.18%
15,728
32
$581K 0.16%
12,026
+2,551
33
$547K 0.15%
3,860
34
$543K 0.15%
8,666
+1,926
35
$491K 0.13%
3,580
36
$475K 0.13%
10,200
37
$466K 0.13%
5,200
38
$465K 0.13%
11,375
39
$448K 0.12%
6,886
40
$445K 0.12%
4,275
41
$410K 0.11%
23,000
+5,000
42
$372K 0.1%
13,234
+4,064
43
$368K 0.1%
2,418
+1,289
44
$331K 0.09%
7,149
45
$321K 0.09%
9,300
-200
46
$300K 0.08%
3,200
47
$298K 0.08%
3,128
+1,040
48
$282K 0.08%
4,000
49
$255K 0.07%
8,988
+4,474
50
$213K 0.06%
+6,986
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