BIM

Barton Investment Management Portfolio holdings

AUM $928M
1-Year Est. Return 19.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.56%
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
+$1.03M
2
+$196K
3
+$156K
4
DEST
Destination Maternity Corporation
DEST
+$117K

Top Sells

1
+$15M
2
+$13.5M
3
+$8.08M
4
ATHN
Athenahealth, Inc.
ATHN
+$6.79M
5
AMT icon
American Tower
AMT
+$6.73M

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
– –
-18,715
53
– –
-39,675
54
– –
-9,300
55
– –
-96,015
1 2
3