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
$800M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$390K
3
+$348K
4
VRT icon
Vertiv
VRT
+$239K
5
UNH icon
UnitedHealth
UNH
+$221K

Top Sells

1
+$5.51M
2
+$2.08M
3
+$940K
4
SHOP icon
Shopify
SHOP
+$873K
5
AMZN icon
Amazon
AMZN
+$676K

Sector Composition

1 Technology 29.43%
2 Communication Services 29.08%
3 Consumer Discretionary 18.99%
4 Financials 7.68%
5 Real Estate 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.66M 0.21%
3,200
27
$1.52M 0.19%
12,999
28
$1.39M 0.17%
23,469
+1,620
29
$1.24M 0.16%
7,275
30
$1.13M 0.14%
9,894
31
$926K 0.12%
8,158
32
$908K 0.11%
1,024
33
$856K 0.11%
6,000
34
$749K 0.09%
14,195
+142
35
$605K 0.08%
6,289
36
$546K 0.07%
4,500
+1,000
37
$515K 0.06%
1,900
38
$481K 0.06%
839
39
$438K 0.05%
765
40
$387K 0.05%
1,400
41
$374K 0.05%
1,080
42
$297K 0.04%
1,200
43
$295K 0.04%
753
44
$281K 0.04%
9,715
+1,015
45
$239K 0.03%
+2,400
46
$221K 0.03%
+377
47
$216K 0.03%
+1,235
48
$205K 0.03%
+2,535
49
$203K 0.03%
+2,250
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