BIM
Barton Investment Management Portfolio holdings
AUM
$982M
1-Year Est. Return
48.15%
1 Year Est. Return
+48.15%
AUM
$982M
AUM Growth
+$16.8M
(+1.7%)
Holding
51
Top Buys
| 1 | +$10.9M | |
| 2 | +$1.64M | |
| 3 | +$443K | |
| 4 |
Blue Owl Capital
OWL
|
+$228K |
| 5 |
BILL Holdings
BILL
|
+$58.1K |
Top Sells
| 1 | +$7.75M | |
| 2 | +$4.99M | |
| 3 | +$3.93M | |
| 4 |
Equinix
EQIX
|
+$1.42M |
| 5 |
Amazon
AMZN
|
+$825K |
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 | |
|---|---|---|---|---|---|---|
51
Vanguard Value ETF
VTV
$152B
| $230K | 0.02% |
1,235
|
|