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
$365M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$9.57M
3 +$6.8M
4
EA icon
Electronic Arts
EA
+$6.68M
5
AMT icon
American Tower
AMT
+$5.13M

Top Sells

1 +$183K
2 +$174K
3 +$158K
4
DEST
Destination Maternity Corporation
DEST
+$157K
5
DOC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-2,000
102
-1,200
103
-844
104
-2,535
105
-150