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
$542M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$67.9K
3
+$20.3K

Top Sells

1
+$13.8M
2
+$2.85M
3
+$1.99M
4
ATHN
Athenahealth, Inc.
ATHN
+$1.62M
5
EA icon
Electronic Arts
EA
+$1.54M

Sector Composition

1 Communication Services 39.64%
2 Industrials 19.69%
3 Consumer Discretionary 12.6%
4 Technology 11.12%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$691K 0.13%
3,200
27
$654K 0.12%
6,509
28
$581K 0.11%
11,172
-92
29
$565K 0.1%
5,478
-410
30
$539K 0.1%
8,994
31
$527K 0.1%
3,140
-285
32
$520K 0.1%
11,375
33
$454K 0.08%
4,000
34
$420K 0.08%
6,740
35
$406K 0.07%
7,745
-675
36
$375K 0.07%
4,025
-4,170
37
$372K 0.07%
3,260
38
$309K 0.06%
9,170
39
$306K 0.06%
1,200
40
$287K 0.05%
4,000
41
– –
-1,544
1
2