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
$509M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.99M
3
+$2.6M
4
DCT
Duck Creek Technologies, Inc. Common Stock
DCT
+$1.55M
5
AL icon
Air Lease Corp
AL
+$825K

Top Sells

1
+$23.4M
2
+$4.63M
3
+$1.95M
4
NFLX icon
Netflix
NFLX
+$1.03M
5
AMT icon
American Tower
AMT
+$981K

Sector Composition

1 Technology 35.25%
2 Communication Services 25.19%
3 Consumer Discretionary 13.4%
4 Real Estate 9.87%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.13M 0.22%
12,720
-500
27
$1.09M 0.21%
9,894
28
$1.08M 0.21%
3,200
29
$1.05M 0.21%
18,222
30
$905K 0.18%
8,158
31
$780K 0.15%
+2,040
32
$595K 0.12%
7,275
-4,100
33
$569K 0.11%
6,554
+675
34
$547K 0.11%
1,650
35
$467K 0.09%
1,024
36
$465K 0.09%
+4,266
37
$446K 0.09%
8,700
38
$394K 0.08%
2,500
39
$341K 0.07%
3,850
40
$334K 0.07%
1,400
41
$300K 0.06%
1,200
42
$281K 0.06%
1,900
-1,460
43
$202K 0.04%
+1,120
44
– –
-254,786
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