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
$344M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$1M
3
+$979K
4
ATHN
Athenahealth, Inc.
ATHN
+$959K
5
PYPL icon
PayPal
PYPL
+$918K

Top Sells

1
+$4.25M
2
+$673K
3
+$453K
4
XOM icon
Exxon Mobil
XOM
+$156K
5
MRK icon
Merck
MRK
+$95.3K

Sector Composition

1 Communication Services 37.92%
2 Industrials 17.67%
3 Consumer Discretionary 12.76%
4 Real Estate 11.61%
5 Technology 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$652K 0.19%
4,275
27
$640K 0.19%
9,828
28
$613K 0.18%
9,900
29
$543K 0.16%
25,000
+10,000
30
$538K 0.16%
6,218
31
$507K 0.15%
11,375
32
$500K 0.15%
16,000
+4,000
33
$481K 0.14%
6,740
34
$478K 0.14%
8,600
35
$470K 0.14%
3,215
-65
36
$416K 0.12%
3,200
37
$409K 0.12%
4,000
38
$399K 0.12%
8,994
39
$297K 0.09%
9,170
40
$292K 0.08%
4,000
41
$232K 0.07%
+1,200
42
$224K 0.07%
2,088
43
$209K 0.06%
+2,613
1
2