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
$618M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$1.05M
3
+$728K
4
EQIX icon
Equinix
EQIX
+$293K
5
DD icon
DuPont de Nemours
DD
+$205K

Top Sells

1
+$11.4M
2
+$6.55M
3
+$1.08M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$624K
5
AMT icon
American Tower
AMT
+$562K

Sector Composition

1 Communication Services 42.93%
2 Industrials 17.12%
3 Consumer Discretionary 12.81%
4 Technology 11.81%
5 Real Estate 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$682K 0.11%
6,509
27
$647K 0.1%
11,172
28
$572K 0.09%
7,085
29
$563K 0.09%
5,478
30
$548K 0.09%
8,994
31
$536K 0.09%
4,000
32
$533K 0.09%
3,140
33
$501K 0.08%
11,375
34
$429K 0.07%
7,745
35
$412K 0.07%
3,260
36
$394K 0.06%
4,025
37
$382K 0.06%
6,740
38
$321K 0.05%
1,200
39
$315K 0.05%
9,170
40
$259K 0.04%
4,000
41
$205K 0.03%
+1,544
1
2