BIM
Barton Investment Management Portfolio holdings
AUM
$965M
This Quarter Return
+3.4%
1 Year Return
+51.95%
3 Year Return
+218.1%
5 Year Return
+109.53%
10 Year Return
+1,186.6%
AUM
$244M
AUM Growth
+$244M
(-2.1%)
Cap. Flow
-$9.29M
Cap. Flow
% of AUM
-3.8%
Top 10 Holdings %
Top 10 Hldgs %
80.93%
Holding
51
New
2
Increased
4
Reduced
20
Closed
6
Top Buys
| 1 |
Equinix
EQIX
|
$1.95M |
| 2 |
RGP
REGENCY ENERGY PARTNERS LP COMMON UTS REP LIMITED PART INTS
RGP
|
$1.33M |
| 3 |
Energy Transfer Partners
ET
|
$234K |
| 4 |
INXN
Interxion Holding N.V.
INXN
|
$222K |
| 5 |
Adobe
ADBE
|
$210K |
Top Sells
| 1 |
Netflix
NFLX
|
$4.14M |
| 2 |
PVR
PVR PARTNERS L P COM UNIT REPTG LTD PARTNERSHIP INT
PVR
|
$1.29M |
| 3 |
ATHN
Athenahealth, Inc.
ATHN
|
$1.06M |
| 4 |
Exxon Mobil
XOM
|
$1.05M |
| 5 |
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% |