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
$221M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$1.16M
3 +$708K
4
EBAY icon
eBay
EBAY
+$360K
5
AMT icon
American Tower
AMT
+$322K

Top Sells

1 +$2.83M
2 +$555K
3 +$388K
4
ICUI icon
ICU Medical
ICUI
+$387K
5
KO icon
Coca-Cola
KO
+$310K

Sector Composition

1 Communication Services 29.12%
2 Technology 17.95%
3 Industrials 13.73%
4 Consumer Discretionary 13.49%
5 Real Estate 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,400
52
-4,500
53
-3,000