BIM
Barton Investment Management Portfolio holdings
AUM
$928M
1-Year Est. Return
19.56%
This Fund
S&P 500
1 Year Est. Return
+19.56%
AUM
$982M
AUM Growth
+$16.8M
(+1.7%)
Holding
51
Top Buys
| 1 | +$12.8M | |
| 2 | +$1.54M | |
| 3 | +$427K | |
| 4 |
Blue Owl Capital
OWL
|
+$256K |
| 5 |
BILL Holdings
BILL
|
+$50.9K |
Top Sells
| 1 | +$7.28M | |
| 2 | +$4.55M | |
| 3 | +$4M | |
| 4 |
Equinix
EQIX
|
+$1.41M |
| 5 |
Amazon
AMZN
|
+$851K |
Sector Composition
| 1 | Technology | 35.84% |
| 2 | Communication Services | 31.49% |
| 3 | Consumer Discretionary | 15.54% |
| 4 | Financials | 5.72% |
| 5 | Industrials | 5.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Vanguard Value ETF
VTV
$167B
| $230K | 0.02% |
1,235
|
|