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
$495M
AUM Growth
-$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$998K
3
+$367K
4
DCT
Duck Creek Technologies, Inc. Common Stock
DCT
+$305K
5
PYPL icon
PayPal
PYPL
+$300K

Top Sells

1
+$2.48M
2
+$1.73M
3
+$1.61M
4
AMZN icon
Amazon
AMZN
+$1.47M
5
BND icon
Vanguard Total Bond Market
BND
+$1.29M

Sector Composition

1 Technology 39.86%
2 Communication Services 17.7%
3 Consumer Discretionary 16.08%
4 Real Estate 11.69%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.23%
12,999
27
$1.1M 0.22%
+18,700
28
$1.07M 0.22%
9,894
29
$795K 0.16%
11,375
30
$773K 0.16%
38,320
+18,200
31
$744K 0.15%
8,158
32
$555K 0.11%
5,879
33
$491K 0.1%
1,024
34
$478K 0.1%
1,815
-400
35
$466K 0.09%
3,360
36
$456K 0.09%
8,700
37
$411K 0.08%
2,500
38
$371K 0.08%
3,850
39
$301K 0.06%
30,000
40
$295K 0.06%
1,200
41
$294K 0.06%
1,400
42
– –
-16,166
1
2