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
$983M
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$4.54M
3
+$1.3M
4
BL icon
BlackLine
BL
+$843K
5
COUP
Coupa Software Incorporated
COUP
+$443K

Top Sells

1
+$10.3M
2
+$4.57M
3
+$2.39M
4
AMZN icon
Amazon
AMZN
+$2.13M
5
EQIX icon
Equinix
EQIX
+$612K

Sector Composition

1 Technology 44.76%
2 Communication Services 25.52%
3 Consumer Discretionary 11.88%
4 Real Estate 7.38%
5 Financials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$818K 0.08%
11,079
27
$656K 0.07%
5,879
28
$654K 0.07%
14,619
-9,563
29
$629K 0.06%
11,375
30
$561K 0.06%
2,991
31
$516K 0.05%
2,800
32
$437K 0.04%
1,200
33
$435K 0.04%
5,478
34
$417K 0.04%
2,800
35
$403K 0.04%
5,750
-1,335
36
$368K 0.04%
3,870
37
$293K 0.03%
4,000
38
$284K 0.03%
9,170
39
$266K 0.03%
+2,500
40
$201K 0.02%
+1,200
41
– –
-4,740
1
2