BIM

Barton Investment Management Portfolio holdings

AUM $965M
1-Year Est. Return 51.95%
This Quarter Est. Return
1 Year Est. Return
+51.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$193M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$35.3M
2 +$25.4M
3 +$20.7M
4
ATHN
Athenahealth, Inc.
ATHN
+$17.4M
5
AMZN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$138K 0.07%
+10,000