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
$301M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$489K
3
+$356K
4
EQIX icon
Equinix
EQIX
+$333K
5
ATHN
Athenahealth, Inc.
ATHN
+$311K

Top Sells

1
+$241M
2
+$5.46M
3
+$2.37M
4
QCOM icon
Qualcomm
QCOM
+$1.61M
5
AMZN icon
Amazon
AMZN
+$271K

Sector Composition

1 Communication Services 37.59%
2 Industrials 19.19%
3 Consumer Discretionary 12.09%
4 Real Estate 11.39%
5 Technology 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$629K 0.21%
4,275
27
$615K 0.2%
9,828
28
$565K 0.19%
19,540
29
$553K 0.18%
6,218
30
$473K 0.16%
8,600
31
$455K 0.15%
6,740
32
$437K 0.15%
3,280
33
$437K 0.15%
11,375
34
$411K 0.14%
4,000
-1,200
35
$356K 0.12%
+12,000
36
$345K 0.11%
8,994
37
$329K 0.11%
3,200
38
$310K 0.1%
15,000
39
$282K 0.09%
9,170
40
$261K 0.09%
4,000
41
$245K 0.08%
2,088
42
– –
-1,300
43
– –
-1,200
44
– –
-370,790
1
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