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
$789M
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$878K
3
+$680K
4
OKTA icon
Okta
OKTA
+$654K
5
COUP
Coupa Software Incorporated
COUP
+$606K

Top Sells

1
+$2.8M
2
+$2.58M
3
+$1.61M
4
AMT icon
American Tower
AMT
+$1.3M
5
SHOP icon
Shopify
SHOP
+$1.06M

Sector Composition

1 Technology 41.31%
2 Communication Services 22.46%
3 Consumer Discretionary 15.69%
4 Real Estate 7.76%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.29M 0.16%
16,166
+4,391
27
$1.17M 0.15%
9,894
28
$1.07M 0.14%
12,999
29
$941K 0.12%
11,375
30
$806K 0.1%
5,879
31
$680K 0.09%
+20,120
32
$669K 0.08%
8,158
33
$628K 0.08%
3,360
-140
34
$590K 0.07%
1,024
35
$557K 0.07%
2,500
36
$531K 0.07%
2,215
37
$450K 0.06%
8,700
38
$448K 0.06%
3,850
39
$426K 0.05%
1,200
40
$380K 0.05%
30,000
41
$319K 0.04%
1,400
42
– –
-1,000
43
– –
-765
44
– –
-635
1
2