We are live on ! Find out more
BIM

Barton Investment Management Portfolio holdings

AUM $738M
1-Year Est. Return 7.58%
This Fund
S&P 500
This Quarter Est. Return
+1.74%
1 Year Est. Return
-7.58%
3 Year Est. Return
+80.35%
5 Year Est. Return
+43.5%
10 Year Est. Return
+980.2%
AUM
$193M
AUM Growth
–
Cap. Flow
+$195M
Cap. Flow %
101.02%
Top 10 Hldgs %
77.87%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
NFLX icon
Netflix
NFLX
+$34.8M
2
QCOM icon
Qualcomm
QCOM
+$26.5M
3
AMT icon
American Tower
AMT
+$22.5M
4
ATHN
Athenahealth, Inc.
ATHN
+$18.3M
5
AMZN icon
Amazon
AMZN
+$12.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Communication Services 26.16%
2 Technology 19.11%
3 Consumer Discretionary 13.53%
4 Industrials 13%
5 Real Estate 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DLLR
51
DELISTED
DFC GLOBAL CORP COM STK (DE)
DLLR
$138K 0.07%
+10,000
New +$144K
1 2
3

Similar funds

QI
Qtron Investments Boston, Massachusetts $738M AUM 32.56% 1-Year Est. Return
JJBC
James J. Burns & Company Melville, New York $737M AUM 17.98% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $736M AUM 17.99% 1-Year Est. Return
TWP
TFO Wealth Partners Maumee, Ohio $735M AUM 21.07% 1-Year Est. Return
CT
Colonial Trust Spartanburg, South Carolina $735M AUM 18% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
KAM
Knightsbridge Asset Management Newport Beach, California $743M AUM 28.33% 1-Year Est. Return

Barton Investment Management's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Barton Investment Management, which disclosed 51 positions worth $193M. Its ten largest holdings account for 78% of the portfolio.

Its largest position is Netflix: 11,701,970 shares worth $35.3M.

By sector, the portfolio is most concentrated in Communication Services at 26% of assets, followed by Technology and Consumer Discretionary.

  • Barton Investment Management's largest Q2 2013 buy was Netflix: 11,701,970 shares worth $35.3M.
  • Barton Investment Management's ten largest holdings make up 78% of its $193M portfolio in Q2 2013.
  • Barton Investment Management disclosed 51 positions in Q2 2013, its first 13F filing on record.

Based on Barton Investment Management's 13F filing for Q2 2013, filed 9 Aug 2013.