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
$599M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$2.08M
3
+$965K
4
EQIX icon
Equinix
EQIX
+$519K
5
BL icon
BlackLine
BL
+$303K

Top Sells

1
+$13M
2
+$9.34M
3
+$2.64M
4
AMT icon
American Tower
AMT
+$739K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$620K

Sector Composition

1 Communication Services 38.38%
2 Technology 18.39%
3 Consumer Discretionary 13.8%
4 Industrials 10.21%
5 Real Estate 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$725K 0.12%
8,994
27
$719K 0.12%
8,994
28
$686K 0.11%
6,179
-330
29
$639K 0.11%
4,000
30
$626K 0.1%
7,085
31
$611K 0.1%
11,375
32
$561K 0.09%
3,491
33
$495K 0.08%
5,478
34
$440K 0.07%
4,025
35
$402K 0.07%
3,260
36
$387K 0.06%
6,740
37
$374K 0.06%
7,745
38
$369K 0.06%
9,170
39
$363K 0.06%
1,200
40
$274K 0.05%
4,000
41
– –
-98,186
1
2