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
$763M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.83M
3
+$1.7M
4
OKTA icon
Okta
OKTA
+$1.64M
5
OWL icon
Blue Owl Capital
OWL
+$1.63M

Top Sells

1
+$2.12M
2
+$1.29M
3
+$673K
4
AMT icon
American Tower
AMT
+$437K
5
EA icon
Electronic Arts
EA
+$408K

Sector Composition

1 Technology 33.38%
2 Communication Services 25.16%
3 Consumer Discretionary 18.42%
4 Financials 7.3%
5 Real Estate 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 0.22%
+40,000
27
$1.49M 0.2%
9,614
28
$1.3M 0.17%
12,999
29
$1.17M 0.15%
14,377
+6,760
30
$1.14M 0.15%
19,604
31
$1.09M 0.14%
9,894
32
$889K 0.12%
8,158
33
$767K 0.1%
7,275
34
$676K 0.09%
1,024
35
$593K 0.08%
6,000
36
$568K 0.07%
6,289
37
$547K 0.07%
1,151
-240
38
$356K 0.05%
1,900
39
$326K 0.04%
1,400
40
$325K 0.04%
3,850
41
$323K 0.04%
1,080
-418
42
$299K 0.04%
1,200
43
$271K 0.04%
765
44
$250K 0.03%
8,700
45
$249K 0.03%
2,500
46
$248K 0.03%
5,000
47
$223K 0.03%
753
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