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
$456M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.28M
3
+$317K
4
PYPL icon
PayPal
PYPL
+$201K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$121K

Top Sells

1
+$2.36M
2
+$1.52M
3
+$704K
4
KMI icon
Kinder Morgan
KMI
+$480K
5
ATHN
Athenahealth, Inc.
ATHN
+$445K

Sector Composition

1 Communication Services 35.29%
2 Industrials 20.87%
3 Consumer Discretionary 12.62%
4 Technology 10.13%
5 Real Estate 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$749K 0.16%
7,085
27
$700K 0.15%
6,509
-433
28
$696K 0.15%
3,425
29
$605K 0.13%
11,264
30
$588K 0.13%
5,888
31
$561K 0.12%
3,200
32
$538K 0.12%
11,375
33
$513K 0.11%
8,994
34
$511K 0.11%
8,420
35
$481K 0.11%
6,740
36
$469K 0.1%
4,000
37
$408K 0.09%
3,260
38
$315K 0.07%
9,170
39
$302K 0.07%
4,000
40
$299K 0.07%
1,200
41
$222K 0.05%
1,544
42
– –
-25,000
43
– –
-14,189
1
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