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
$221M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.16M
3
+$708K
4
EBAY icon
eBay
EBAY
+$360K
5
AMT icon
American Tower
AMT
+$322K

Top Sells

1
+$2.83M
2
+$555K
3
+$388K
4
ICUI icon
ICU Medical
ICUI
+$387K
5
KO icon
Coca-Cola
KO
+$310K

Sector Composition

1 Communication Services 29.12%
2 Technology 17.95%
3 Industrials 13.73%
4 Consumer Discretionary 13.49%
5 Real Estate 9.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$48.9M 22.09%
1,106,154
-64,043
2
$28.1M 12.71%
417,410
+2,160
3
$22M 9.95%
202,615
-2,300
4
$21.3M 9.63%
287,357
+4,345
5
$14.5M 6.54%
924,560
+13,100
6
$12.7M 5.74%
540,231
+15,325
7
$8.75M 3.96%
165,830
+26,380
8
$8.5M 3.84%
404,695
-4,800
9
$7.67M 3.47%
277,465
+41,760
10
$7.43M 3.36%
290,637
-8,200
11
$5.8M 2.62%
260,745
+31,830
12
$4.97M 2.25%
57,807
13
$4.21M 1.9%
58,548
-5,400
14
$2.7M 1.22%
35,754
-1,000
15
$2.69M 1.22%
84,590
16
$2.48M 1.12%
28,620
-2,400
17
$1.45M 0.66%
21,375
-5,700
18
$1.19M 0.54%
7
19
$1.12M 0.51%
51,432
20
$948K 0.43%
10,200
21
$888K 0.4%
38,402
+7,532
22
$885K 0.4%
26,600
-6,200
23
$860K 0.39%
11,195
24
$704K 0.32%
15,728
25
$677K 0.31%
30,000
-10,000
1
2 3