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
$250M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$2.15M
2 +$634K
3 +$575K
4
INXN
Interxion Holding N.V.
INXN
+$570K
5
AL icon
Air Lease Corp
AL
+$546K

Top Sells

1 +$2.61M
2 +$672K
3 +$260K
4
EEFT icon
Euronet Worldwide
EEFT
+$259K
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
-6,500
52
-2,129
53
-10,000