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
$256M
AUM Growth
+$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.16M
3
+$1.04M
4
EOG icon
EOG Resources
EOG
+$876K
5
AL icon
Air Lease Corp
AL
+$698K

Top Sells

1
+$3.69M
2
+$1.33M
3
+$723K
4
AMT icon
American Tower
AMT
+$420K
5
NFLX icon
Netflix
NFLX
+$395K

Sector Composition

1 Communication Services 32.08%
2 Technology 15.23%
3 Industrials 14.76%
4 Real Estate 11.9%
5 Consumer Discretionary 11.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.9M 23.82%
967,925
-6,279
2
$31.8M 12.42%
401,053
-9,125
3
$25.8M 10.08%
206,058
+9,275
4
$24.3M 9.48%
269,569
-4,665
5
$15.3M 5.98%
942,720
+23,520
6
$12M 4.69%
310,675
+18,090
7
$11.8M 4.62%
560,380
+11,239
8
$10.5M 4.12%
293,773
+836
9
$7.85M 3.07%
286,715
-7,400
10
$7.04M 2.75%
209,190
+31,000
11
$6.19M 2.42%
29,470
+6,815
12
$5.02M 1.96%
59,458
+2,960
13
$4.68M 1.83%
46,494
+500
14
$3.61M 1.41%
196,175
-200,680
15
$3.27M 1.28%
34,446
-150
16
$2.97M 1.16%
28,365
+110
17
$1.96M 0.77%
115,594
+9,026
18
$1.93M 0.75%
84,590
19
$1.64M 0.64%
56,595
+2,352
20
$1.45M 0.56%
13,200
+3,000
21
$1.33M 0.52%
7
22
$1.3M 0.51%
21,375
23
$1.26M 0.49%
42,800
+22,800
24
$1.2M 0.47%
28,736
25
$892K 0.35%
15,808
+80
1
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