BIM

Barton Investment Management Portfolio holdings

AUM $797M
1-Year Est. Return 11.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$982M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$1.54M
3
+$427K
4
OWL icon
Blue Owl Capital
OWL
+$256K
5
BILL icon
BILL Holdings
BILL
+$50.9K

Top Sells

1
+$7.28M
2
+$4.55M
3
+$4M
4
EQIX icon
Equinix
EQIX
+$1.41M
5
AMZN icon
Amazon
AMZN
+$851K

Sector Composition

1 Technology 35.84%
2 Communication Services 31.49%
3 Consumer Discretionary 15.54%
4 Financials 5.72%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.18%
6,185
-400
27
$1.69M 0.17%
16,440
28
$1.64M 0.17%
+30,425
29
$1.63M 0.17%
6,000
30
$1.56M 0.16%
26,589
-800
31
$1.41M 0.14%
12,549
32
$1.33M 0.14%
9,894
33
$1.13M 0.12%
3,200
34
$948K 0.1%
1,024
35
$838K 0.09%
15,822
+1,096
36
$731K 0.07%
3,920
37
$720K 0.07%
6,289
38
$685K 0.07%
8,158
39
$576K 0.06%
1,735
40
$562K 0.06%
765
41
$559K 0.06%
839
42
$443K 0.05%
+16,800
43
$411K 0.04%
1,400
44
$345K 0.04%
2,285
-15
45
$339K 0.03%
1,027
-13
46
$311K 0.03%
1,080
47
$303K 0.03%
2,250
48
$292K 0.03%
4,265
49
$261K 0.03%
2,535
50
$249K 0.03%
9,784
+18
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2
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