BIM

Barton Investment Management Portfolio holdings

AUM $982M
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$212K
3
+$158K
4
DEST
Destination Maternity Corporation
DEST
+$105K

Top Sells

1
+$14.3M
2
+$14.3M
3
+$8.69M
4
AMT icon
American Tower
AMT
+$7.19M
5
ATHN
Athenahealth, Inc.
ATHN
+$7.09M

Sector Composition

1 Communication Services 32.88%
2 Industrials 20.2%
3 Real Estate 13.18%
4 Consumer Discretionary 12.89%
5 Technology 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$543K 0.2%
10,200
27
$482K 0.18%
4,275
28
$477K 0.17%
5,200
29
$467K 0.17%
19,540
-10,864
30
$465K 0.17%
11,375
31
$464K 0.17%
6,740
-1,926
32
$458K 0.17%
3,580
33
$456K 0.17%
6,886
34
$448K 0.16%
9,475
-2,551
35
$355K 0.13%
19,000
-4,000
36
$353K 0.13%
8,994
-6,734
37
$330K 0.12%
14,104
-176,576
38
$306K 0.11%
3,200
39
$306K 0.11%
9,170
-4,064
40
$292K 0.11%
4,000
41
$218K 0.08%
2,088
-1,040
42
$215K 0.08%
1,300
43
$212K 0.08%
+1,200
44
$105K 0.04%
+18,000
45
$9K ﹤0.01%
191,295
46
– –
-6,986
47
– –
-8,988
48
– –
-2,418
49
– –
-1,514
50
– –
-7,149
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