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
$1.07B
AUM Growth
-$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$1.8M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$914K
5
COUP
Coupa Software Incorporated
COUP
+$429K

Top Sells

1
+$17.7M
2
+$13.7M
3
+$6.65M
4
AMZN icon
Amazon
AMZN
+$5.4M
5
AMT icon
American Tower
AMT
+$2.58M

Sector Composition

1 Technology 45.79%
2 Communication Services 23.52%
3 Consumer Discretionary 11.33%
4 Financials 8.96%
5 Real Estate 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.08M 0.1%
5,879
27
$998K 0.09%
11,775
-200
28
$973K 0.09%
8,994
29
$798K 0.07%
11,375
30
$726K 0.07%
12,999
-1,640
31
$642K 0.06%
8,734
32
$638K 0.06%
2,640
-351
33
$514K 0.05%
2,500
-300
34
$513K 0.05%
3,625
-160
35
$499K 0.05%
1,200
36
$471K 0.04%
4,478
-1,000
37
$315K 0.03%
8,700
38
$264K 0.02%
1,400
39
$264K 0.02%
750
40
– –
-3,880
41
– –
-5,550
1
2