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
76
$22K 0.01%
+466
77
$21K 0.01%
+600
78
$19K 0.01%
+2,700
79
$18K 0.01%
+1,920
80
$18K 0.01%
+180
81
$18K 0.01%
+241
82
$16K 0.01%
+200
83
$15K ﹤0.01%
+148
84
$14K ﹤0.01%
+415
85
$13K ﹤0.01%
+108
86
$13K ﹤0.01%
+137
87
$13K ﹤0.01%
+159
88
$11K ﹤0.01%
+942
89
$10K ﹤0.01%
+180
90
$10K ﹤0.01%
+150
91
$9K ﹤0.01%
+150
92
$6K ﹤0.01%
+500
93
$4K ﹤0.01%
+131
94
$4K ﹤0.01%
+60
95
$4K ﹤0.01%
+100
96
$4K ﹤0.01%
+200
97
$3K ﹤0.01%
+522
98
$2K ﹤0.01%
+38
99
$1K ﹤0.01%
+38
100
$1K ﹤0.01%
+50
1 2 3
4