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
$597M
AUM Growth
-$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$990K
3
+$975K
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$375K
5
PYPL icon
PayPal
PYPL
+$122K

Top Sells

1
+$924K
2
+$898K
3
+$863K
4
AMZN icon
Amazon
AMZN
+$804K
5
NFLX icon
Netflix
NFLX
+$788K

Sector Composition

1 Communication Services 29.63%
2 Technology 26.56%
3 Consumer Discretionary 13.31%
4 Real Estate 10.49%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$753K 0.13%
8,994
27
$681K 0.11%
8,994
28
$626K 0.1%
11,375
29
$538K 0.09%
7,085
30
$511K 0.09%
5,478
31
$500K 0.08%
3,291
32
$498K 0.08%
3,120
33
$458K 0.08%
3,870
34
$452K 0.08%
2,800
35
$408K 0.07%
1,200
36
$371K 0.06%
3,124
37
$313K 0.05%
9,170
38
$294K 0.05%
4,000
39
– –
-4,740
40
– –
-7,020
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