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
$814M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.53M
3
+$1.46M
4
GLBE icon
Global E Online
GLBE
+$1.21M
5
GFL icon
GFL Environmental
GFL
+$158K

Top Sells

1
+$47.6M
2
+$15M
3
+$13.8M
4
BL icon
BlackLine
BL
+$2.43M
5
PYPL icon
PayPal
PYPL
+$640K

Sector Composition

1 Technology 30.86%
2 Communication Services 30.25%
3 Consumer Discretionary 16.83%
4 Financials 7.7%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.18%
12,549
27
$1.46M 0.18%
+24,919
28
$1.31M 0.16%
9,894
29
$1.23M 0.15%
3,200
30
$1.1M 0.13%
6,000
31
$968K 0.12%
1,024
32
$921K 0.11%
6,585
-690
33
$732K 0.09%
8,158
34
$636K 0.08%
13,870
-325
35
$621K 0.08%
6,289
36
$469K 0.06%
839
37
$467K 0.06%
1,735
38
$441K 0.05%
765
39
$428K 0.05%
1,400
40
$425K 0.05%
3,920
-899
41
$355K 0.04%
1,080
42
$263K 0.03%
4,265
43
$247K 0.03%
9,748
+17
44
$223K 0.03%
2,535
45
$222K 0.03%
2,250
46
$213K 0.03%
1,235
47
– –
-1,200
48
– –
-2,300
49
– –
-1,075
1
2