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
$646M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.68M
3
+$360K
4
EA icon
Electronic Arts
EA
+$221K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$42.8K

Top Sells

1
+$6.18M
2
+$1.7M
3
+$627K
4
AMZN icon
Amazon
AMZN
+$495K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$260K

Sector Composition

1 Communication Services 38.51%
2 Industrials 18.04%
3 Consumer Discretionary 14.36%
4 Technology 13.89%
5 Real Estate 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$761K 0.12%
6,509
27
$756K 0.12%
11,172
28
$659K 0.1%
8,994
29
$653K 0.1%
3,140
30
$602K 0.09%
4,000
31
$586K 0.09%
11,375
32
$577K 0.09%
7,085
33
$559K 0.09%
5,478
34
$428K 0.07%
4,025
35
$407K 0.06%
7,745
36
$406K 0.06%
6,740
37
$398K 0.06%
3,260
38
$383K 0.06%
9,170
39
$319K 0.05%
1,200
40
$267K 0.04%
4,000
41
$200K 0.03%
1,544
1
2