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
$1.19B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.32M
3
+$1.01M
4
COUP
Coupa Software Incorporated
COUP
+$791K
5
OKTA icon
Okta
OKTA
+$684K

Top Sells

1
+$407M
2
+$7.83M
3
+$2.33M
4
AMZN icon
Amazon
AMZN
+$1.97M
5
EQIX icon
Equinix
EQIX
+$1.36M

Sector Composition

1 Technology 47.6%
2 Communication Services 23.9%
3 Consumer Discretionary 10.51%
4 Financials 8.62%
5 Real Estate 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.01M 0.08%
+11,775
27
$995K 0.08%
5,879
28
$991K 0.08%
11,375
29
$970K 0.08%
8,994
30
$765K 0.06%
12,999
31
$626K 0.05%
8,334
32
$586K 0.05%
3,500
33
$528K 0.04%
2,640
34
$467K 0.04%
30,000
35
$452K 0.04%
1,200
36
$415K 0.03%
3,850
-628
37
$374K 0.03%
8,700
38
$353K 0.03%
895
-140
39
$337K 0.03%
750
40
$280K 0.02%
1,400
41
– –
-2,500
42
– –
-2,500
1
2