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
$501M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.65M
3
+$2.36M
4
AL icon
Air Lease Corp
AL
+$2.33M
5
SHOP icon
Shopify
SHOP
+$2.24M

Top Sells

1
+$4.82M
2
+$616K
3
+$200K
4
QCOM icon
Qualcomm
QCOM
+$138K

Sector Composition

1 Communication Services 36.39%
2 Technology 15.51%
3 Industrials 14.72%
4 Consumer Discretionary 14.37%
5 Real Estate 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$796K 0.16%
3,465
27
$724K 0.14%
3,200
28
$714K 0.14%
6,509
29
$663K 0.13%
3,491
+351
30
$651K 0.13%
8,994
31
$524K 0.1%
4,000
32
$514K 0.1%
11,375
33
$473K 0.09%
7,085
34
$458K 0.09%
5,478
35
$384K 0.08%
4,025
36
$380K 0.08%
9,170
37
$357K 0.07%
7,745
38
$355K 0.07%
3,260
39
$333K 0.07%
6,740
40
$310K 0.06%
1,200
41
$238K 0.05%
4,000
42
– –
-1,544
1
2