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
$250M
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$2.15M
2
+$634K
3
+$575K
4
INXN
Interxion Holding N.V.
INXN
+$570K
5
AL icon
Air Lease Corp
AL
+$546K

Top Sells

1
+$2.61M
2
+$672K
3
+$260K
4
EEFT icon
Euronet Worldwide
EEFT
+$259K
5
MMM icon
3M
MMM
+$213K

Sector Composition

1 Communication Services 28.84%
2 Technology 17.85%
3 Industrials 14.93%
4 Consumer Discretionary 13.56%
5 Real Estate 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$55.6M 22.25%
1,056,587
-49,567
2
$31.1M 12.44%
418,453
+1,043
3
$27.4M 10.95%
203,406
+791
4
$22.8M 9.13%
285,742
-1,615
5
$18.5M 7.43%
930,220
+5,660
6
$12.8M 5.12%
553,537
+13,306
7
$10.3M 4.1%
428,745
+24,050
8
$9.17M 3.67%
295,035
+17,570
9
$7.12M 2.85%
182,040
+16,210
10
$7.03M 2.82%
306,537
+15,900
11
$6.73M 2.69%
284,865
+24,120
12
$5.75M 2.3%
56,772
-1,035
13
$4.76M 1.91%
56,848
-1,700
14
$3.22M 1.29%
35,470
-284
15
$2.84M 1.14%
31,020
+2,400
16
$2.53M 1.01%
84,590
17
$2.15M 0.86%
+12,100
18
$1.51M 0.61%
54,243
+2,811
19
$1.36M 0.55%
21,375
20
$1.29M 0.52%
47,978
+9,576
21
$1.25M 0.5%
7
22
$1.07M 0.43%
28,736
+2,136
23
$966K 0.39%
102,433
+27,014
24
$937K 0.38%
10,715
-480
25
$831K 0.33%
15,728
1
2 3