BIM

Barton Investment Management Portfolio holdings

AUM $928M
1-Year Est. Return 19.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$250M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$705K
3
+$545K
4
AL icon
Air Lease Corp
AL
+$536K
5
DTSI
DTS, Inc.
DTSI
+$516K

Top Sells

1
+$2.43M
2
+$672K
3
+$259K
4
CMCSA icon
Comcast
CMCSA
+$241K
5
MMM icon
3M
MMM
+$213K

Sector Composition

1 Communication Services 28.84%
2 Technology 17.85%
3 Industrials 14.93%
4 Consumer Discretionary 13.56%
5 Real Estate 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,000
52
– –
-18,000
53
– –
-6,500
1 2
3