BIM
Barton Investment Management Portfolio holdings
AUM
$965M
This Quarter Return
+10.89%
1 Year Return
+51.95%
3 Year Return
+218.1%
5 Year Return
+109.53%
10 Year Return
+1,186.6%
AUM
$305M
AUM Growth
+$305M
(+11%)
Cap. Flow
+$4.61M
Cap. Flow
% of AUM
1.51%
Top 10 Holdings %
Top 10 Hldgs %
84.77%
Holding
102
New
57
Increased
11
Reduced
14
Closed
–
Top Buys
| 1 |
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
|
$2.44M |
| 2 |
PayPal
PYPL
|
$1.58M |
| 3 |
Amazon
AMZN
|
$1.19M |
| 4 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
$1.08M |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$989K |
Top Sells
| 1 |
RAX
Rackspace Hosting Inc
RAX
|
$2.24M |
| 2 |
Qualcomm
QCOM
|
$1.87M |
| 3 |
eBay
EBAY
|
$1.03M |
| 4 |
Exxon Mobil
XOM
|
$473K |
| 5 |
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% |
