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
$305M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.58M
3
+$1.19M
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$1.08M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$989K

Top Sells

1
+$2.24M
2
+$1.87M
3
+$1.03M
4
XOM icon
Exxon Mobil
XOM
+$473K
5
NFLX icon
Netflix
NFLX
+$425K

Sector Composition

1 Communication Services 37.28%
2 Industrials 19.36%
3 Consumer Discretionary 13.1%
4 Real Estate 10.59%
5 Technology 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$150K 0.05%
+1,142
52
$126K 0.04%
9,200
-22,800
53
$126K 0.04%
+1,445
54
$124K 0.04%
+1,557
55
$123K 0.04%
+4,514
56
$112K 0.04%
+1,120
57
$104K 0.03%
+1,200
58
$99K 0.03%
+780
59
$93K 0.03%
+2,156
60
$90K 0.03%
+718
61
$76K 0.02%
+2,000
62
$58K 0.02%
192,295
+68,081
63
$52K 0.02%
+2,535
64
$50K 0.02%
+3,000
65
$48K 0.02%
+488
66
$39K 0.01%
+844
67
$38K 0.01%
+856
68
$35K 0.01%
+264
69
$32K 0.01%
+1,900
70
$28K 0.01%
+188
71
$26K 0.01%
+800
72
$25K 0.01%
+975
73
$24K 0.01%
+369
74
$23K 0.01%
+879
75
$23K 0.01%
+722
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