BIM

Barton Investment Management Portfolio holdings

AUM $982M
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$212K
3
+$158K
4
DEST
Destination Maternity Corporation
DEST
+$105K

Top Sells

1
+$14.3M
2
+$14.3M
3
+$8.69M
4
AMT icon
American Tower
AMT
+$7.19M
5
ATHN
Athenahealth, Inc.
ATHN
+$7.09M

Sector Composition

1 Communication Services 32.88%
2 Industrials 20.2%
3 Real Estate 13.18%
4 Consumer Discretionary 12.89%
5 Technology 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-9,125
52
– –
-39,675
53
– –
-9,300
54
– –
-96,015
55
– –
-18,715
1 2
3