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
$645M
AUM Growth
+$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.6M
3
+$2.56M
4
COUP
Coupa Software Incorporated
COUP
+$1.04M
5
AAPL icon
Apple
AAPL
+$26.7K

Top Sells

1
+$160M
2
+$16.8M
3
+$7.4M
4
AMZN icon
Amazon
AMZN
+$5.41M
5
EA icon
Electronic Arts
EA
+$1.86M

Sector Composition

1 Technology 33.81%
2 Communication Services 32.69%
3 Consumer Discretionary 13%
4 Real Estate 9.8%
5 Financials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$710K 0.11%
8,994
27
$685K 0.11%
8,994
28
$568K 0.09%
5,879
-300
29
$565K 0.09%
2,800
-320
30
$550K 0.09%
11,375
31
$530K 0.08%
2,991
-300
32
$517K 0.08%
7,085
33
$413K 0.06%
5,478
34
$383K 0.06%
2,800
35
$351K 0.05%
1,200
36
$331K 0.05%
3,870
37
$284K 0.04%
9,170
38
$265K 0.04%
4,000
39
$183K 0.03%
4,740
40
– –
-11,185
41
– –
-3,626
42
– –
-3,900
1
2