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
$619M
AUM Growth
-$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.52M
3
+$1.91M
4
OKTA icon
Okta
OKTA
+$952K
5
DASH icon
DoorDash
DASH
+$477K

Top Sells

1
+$1.13M
2
+$470K
3
+$406K
4
EA icon
Electronic Arts
EA
+$240K
5
PEP icon
PepsiCo
PEP
+$207K

Sector Composition

1 Technology 31.26%
2 Communication Services 24.54%
3 Consumer Discretionary 19.61%
4 Financials 8.36%
5 Real Estate 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.43M 0.23%
9,614
27
$1.13M 0.18%
19,604
+432
28
$958K 0.15%
9,894
29
$840K 0.14%
8,158
30
$827K 0.13%
7,617
+12
31
$771K 0.12%
7,275
32
$595K 0.1%
1,391
-115
33
$579K 0.09%
1,024
34
$510K 0.08%
6,289
-265
35
$477K 0.08%
+6,000
36
$429K 0.07%
1,498
37
$337K 0.05%
1,400
38
$298K 0.05%
2,500
39
$289K 0.05%
8,700
40
$283K 0.05%
1,900
41
$267K 0.04%
3,850
42
$236K 0.04%
1,200
43
$230K 0.04%
765
44
$217K 0.04%
5,000
45
$206K 0.03%
+753
46
– –
-1,120
1
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