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
$666M
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.2M
3
+$2.82M
4
OKTA icon
Okta
OKTA
+$1.34M
5
AL icon
Air Lease Corp
AL
+$291K

Top Sells

1
+$2.03M
2
+$751K
3
+$658K
4
EA icon
Electronic Arts
EA
+$385K
5
AMT icon
American Tower
AMT
+$310K

Sector Composition

1 Technology 31.89%
2 Communication Services 26.45%
3 Consumer Discretionary 17.99%
4 Real Estate 7.87%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.19%
9,614
27
$1.11M 0.17%
19,172
-1,007
28
$1.08M 0.16%
9,894
29
$941K 0.14%
8,158
30
$889K 0.13%
7,605
+1,294
31
$866K 0.13%
7,275
32
$668K 0.1%
1,506
-184
33
$585K 0.09%
6,554
34
$551K 0.08%
1,024
35
$445K 0.07%
2,500
36
$420K 0.06%
1,498
37
$331K 0.05%
1,900
38
$319K 0.05%
8,700
39
$308K 0.05%
1,400
40
$290K 0.04%
1,200
41
$285K 0.04%
3,850
42
$220K 0.03%
+765
43
$212K 0.03%
+5,000
44
$207K 0.03%
1,120
1
2