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
$365M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.57M
3
+$6.8M
4
EA icon
Electronic Arts
EA
+$6.68M
5
AMT icon
American Tower
AMT
+$5.13M

Top Sells

1
+$183K
2
+$174K
3
+$158K
4
DEST
Destination Maternity Corporation
DEST
+$157K
5
DOC icon
Healthpeak Properties
DOC
+$153K

Sector Composition

1 Communication Services 34.21%
2 Industrials 18.39%
3 Consumer Discretionary 12.53%
4 Real Estate 11.91%
5 Technology 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.06%
1,300
52
$202K 0.06%
+1,514
53
$29K 0.01%
191,295
-1,000
54
– –
-200
55
– –
-522
56
– –
-1,200
57
– –
-466
58
– –
-38
59
– –
-200
60
– –
-18,000
61
– –
-1,445
62
– –
-975
63
– –
-2,613
64
– –
-415
65
– –
-50
66
– –
-942
67
– –
-2,156
68
– –
-264
69
– –
-500
70
– –
-108
71
– –
-3,000
72
– –
-1,900
73
– –
-879
74
– –
-4,392
75
– –
-800
1 2
3
4 5