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
$244M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.33M
3 +$222K
4
ADBE icon
Adobe
ADBE
+$210K
5
PVA
PENN VIRGINIA CORP
PVA
+$72.3K

Top Sells

1 +$4.14M
2 +$1.29M
3 +$1.06M
4
XOM icon
Exxon Mobil
XOM
+$1.05M
5
AMT icon
American Tower
AMT
+$942K

Sector Composition

1 Communication Services 27.47%
2 Technology 17.85%
3 Industrials 17.36%
4 Consumer Discretionary 12.49%
5 Real Estate 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-47,978