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
$1.22B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$1.24M
3
+$1.08M
4
COUP
Coupa Software Incorporated
COUP
+$714K
5
COIN icon
Coinbase
COIN
+$633K

Top Sells

1
+$298M
2
+$5.87M
3
+$1.94M
4
AMZN icon
Amazon
AMZN
+$1.78M
5
EA icon
Electronic Arts
EA
+$1.22M

Sector Composition

1 Technology 49.19%
2 Communication Services 20.85%
3 Consumer Discretionary 10.96%
4 Financials 9.47%
5 Real Estate 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.08%
5,879
27
$1.01M 0.08%
8,994
28
$885K 0.07%
11,375
29
$819K 0.07%
12,999
30
$648K 0.05%
8,334
-400
31
$633K 0.05%
+2,500
32
$625K 0.05%
2,640
33
$578K 0.05%
3,500
-125
34
$517K 0.04%
4,478
35
$514K 0.04%
2,500
36
$482K 0.04%
1,200
37
$407K 0.03%
+1,035
38
$386K 0.03%
+30,000
39
$340K 0.03%
8,700
40
$296K 0.02%
750
41
$278K 0.02%
1,400
42
– –
-11,775
1
2