BIM
Barton Investment Management Portfolio holdings
AUM
$965M
This Quarter Return
-4.85%
1 Year Return
+51.95%
3 Year Return
+218.1%
5 Year Return
+109.53%
10 Year Return
+1,186.6%
AUM
$365M
AUM Growth
+$365M
(+20%)
Cap. Flow
+$77.5M
Cap. Flow
% of AUM
21.26%
Top 10 Holdings %
Top 10 Hldgs %
81.64%
Holding
107
New
5
Increased
26
Reduced
3
Closed
54
Top Buys
| 1 |
Amazon
AMZN
|
$10.4M |
| 2 |
Netflix
NFLX
|
$9.57M |
| 3 |
ATHN
Athenahealth, Inc.
ATHN
|
$6.8M |
| 4 |
Electronic Arts
EA
|
$6.68M |
| 5 |
American Tower
AMT
|
$5.13M |
Top Sells
| 1 |
GSK
GSK
|
$183K |
| 2 |
DD
Du Pont De Nemours E I
DD
|
$174K |
| 3 |
Teleflex
TFX
|
$158K |
| 4 |
DEST
Destination Maternity Corporation
DEST
|
$157K |
| 5 |
Healthpeak Properties
DOC
|
$153K |
Sector Composition
| 1 | Communication Services | 34.21% |
| 2 | Industrials | 18.39% |
| 3 | Consumer Discretionary | 12.53% |
| 4 | Real Estate | 11.91% |
| 5 | Technology | 8.77% |