BIM
Barton Investment Management Portfolio holdings
AUM
$965M
This Quarter Return
+1.69%
1 Year Return
+51.95%
3 Year Return
+218.1%
5 Year Return
+109.53%
10 Year Return
+1,186.6%
AUM
$193M
AUM Growth
–
Cap. Flow
+$193M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.87%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Netflix
NFLX
|
$35.3M |
| 2 |
Qualcomm
QCOM
|
$25.4M |
| 3 |
American Tower
AMT
|
$20.7M |
| 4 |
ATHN
Athenahealth, Inc.
ATHN
|
$17.4M |
| 5 |
Amazon
AMZN
|
$12.7M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Communication Services | 26.16% |
| 2 | Technology | 19.11% |
| 3 | Consumer Discretionary | 13.53% |
| 4 | Industrials | 13% |
| 5 | Real Estate | 10.71% |