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
$1.16B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.28M
3
+$852K
4
COST icon
Costco
COST
+$283K
5
ADP icon
Automatic Data Processing
ADP
+$247K

Top Sells

1
+$6.79M
2
+$3.79M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.01M
5
PYPL icon
PayPal
PYPL
+$470K

Sector Composition

1 Technology 46.55%
2 Communication Services 24.34%
3 Consumer Discretionary 11.48%
4 Financials 7.95%
5 Real Estate 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.06M 0.09%
11,975
27
$964K 0.08%
8,994
28
$736K 0.06%
11,375
29
$682K 0.06%
8,734
30
$623K 0.05%
2,991
31
$603K 0.05%
14,639
32
$601K 0.05%
2,800
33
$510K 0.04%
5,478
34
$494K 0.04%
1,200
35
$459K 0.04%
5,550
-200
36
$458K 0.04%
3,785
-85
37
$332K 0.03%
3,880
-120
38
$320K 0.03%
8,700
-470
39
$283K 0.02%
+750
40
$247K 0.02%
+1,400
41
– –
-1,600
42
– –
-1,557
43
– –
-2,350
1
2