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
$1.04B
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.78M
3
+$1.06M
4
BL icon
BlackLine
BL
+$354K
5
PG icon
Procter & Gamble
PG
+$216K

Top Sells

1
+$12M
2
+$3.92M
3
+$2.67M
4
AMZN icon
Amazon
AMZN
+$2.5M
5
EA icon
Electronic Arts
EA
+$2.44M

Sector Composition

1 Technology 44.16%
2 Communication Services 25.51%
3 Consumer Discretionary 12.57%
4 Financials 7.26%
5 Real Estate 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$729K 0.07%
5,879
27
$691K 0.07%
8,734
-2,345
28
$679K 0.07%
11,375
29
$511K 0.05%
2,800
30
$506K 0.05%
2,991
31
$502K 0.05%
14,639
+20
32
$431K 0.04%
5,750
33
$427K 0.04%
5,478
34
$408K 0.04%
1,200
35
$387K 0.04%
3,870
36
$319K 0.03%
9,170
37
$308K 0.03%
4,000
38
$285K 0.03%
2,350
-150
39
$266K 0.03%
1,600
+400
40
$216K 0.02%
+1,557
41
– –
-2,800
42
– –
-10
1
2