BIM

Barton Investment Management Portfolio holdings

AUM $982M
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$568M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.86M
3
+$4.07M
4
OKTA icon
Okta
OKTA
+$425K
5
BILL icon
BILL Holdings
BILL
+$166K

Top Sells

1
+$15.3M
2
+$12.8M
3
+$6.1M
4
SHOP icon
Shopify
SHOP
+$1.76M
5
AMZN icon
Amazon
AMZN
+$1.36M

Sector Composition

1 Technology 32.65%
2 Communication Services 24.96%
3 Consumer Discretionary 16.33%
4 Real Estate 9.04%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.22%
3,200
27
$1.18M 0.21%
20,179
+1,957
28
$1M 0.18%
9,894
29
$868K 0.15%
8,158
30
$692K 0.12%
1,690
-350
31
$676K 0.12%
7,275
32
$656K 0.12%
6,554
33
$512K 0.09%
6,311
+2,045
34
$509K 0.09%
1,024
35
$412K 0.07%
2,500
36
$383K 0.07%
1,498
-152
37
$355K 0.06%
8,700
38
$339K 0.06%
3,850
39
$313K 0.06%
1,900
40
$312K 0.05%
1,400
41
$304K 0.05%
1,200
42
$204K 0.04%
1,120
43
– –
-1,060,349
44
– –
-192,941
1
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