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
$379M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.95M
3
+$1.15M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$640K
5
AL icon
Air Lease Corp
AL
+$486K

Top Sells

1
+$3.8M
2
+$1M
3
+$895K
4
APC
Anadarko Petroleum
APC
+$613K
5
TROW icon
T. Rowe Price
TROW
+$152K

Sector Composition

1 Communication Services 36.08%
2 Industrials 19.9%
3 Consumer Discretionary 12.63%
4 Real Estate 11.5%
5 Technology 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$652K 0.17%
8,994
-834
27
$572K 0.15%
5,888
-330
28
$570K 0.15%
11,375
29
$523K 0.14%
3,125
-90
30
$511K 0.13%
16,000
31
$502K 0.13%
6,740
32
$479K 0.13%
25,000
33
$467K 0.12%
8,420
-180
34
$453K 0.12%
3,200
35
$437K 0.12%
8,994
36
$410K 0.11%
4,000
37
$297K 0.08%
4,000
38
$292K 0.08%
9,170
39
$249K 0.07%
1,200
40
$218K 0.06%
2,088
41
$211K 0.06%
2,613
42
$207K 0.05%
9,270
-170,370
43
– –
-9,900
1
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