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
$244M
AUM Growth
-$5.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$1.95M
2
+$1.33M
3
+$222K
4
ADBE icon
Adobe
ADBE
+$210K
5
PVA
PENN VIRGINIA CORP
PVA
+$72.3K

Top Sells

1
+$4.14M
2
+$1.29M
3
+$1.06M
4
XOM icon
Exxon Mobil
XOM
+$1.05M
5
AMT icon
American Tower
AMT
+$942K

Sector Composition

1 Communication Services 27.47%
2 Technology 17.85%
3 Industrials 17.36%
4 Consumer Discretionary 12.49%
5 Real Estate 10.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$49M 20.04%
974,204
-82,383
2
$32.3M 13.23%
410,178
-8,275
3
$31.5M 12.9%
196,783
-6,623
4
$22.5M 9.18%
274,234
-11,508
5
$15.5M 6.32%
919,200
-11,020
6
$12.8M 5.22%
549,141
-4,396
7
$10.9M 4.46%
292,585
-2,450
8
$8.5M 3.48%
292,937
-13,600
9
$7.84M 3.21%
396,855
-31,890
10
$7.05M 2.89%
294,115
+9,250
11
$5.85M 2.39%
178,190
-3,850
12
$4.65M 1.9%
56,498
-350
13
$4.49M 1.84%
45,994
-10,778
14
$4.19M 1.71%
22,655
+10,555
15
$3.12M 1.27%
34,596
-874
16
$2.77M 1.14%
28,255
-2,765
17
$2.32M 0.95%
84,590
18
$1.86M 0.76%
106,568
+4,135
19
$1.51M 0.62%
54,243
20
$1.33M 0.54%
+48,937
21
$1.31M 0.54%
7
22
$1.28M 0.52%
21,375
23
$1.18M 0.48%
28,736
24
$865K 0.35%
10,200
25
$808K 0.33%
15,728
1
2 3