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
$261M
AUM Growth
+$5.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$1.6M
3
+$1.32M
4
EQIX icon
Equinix
EQIX
+$1.14M
5
KMI
KINDER MORGAN,INC
KMI
+$997K

Top Sells

1
+$3.61M
2
+$876K
3
+$376K
4
ET icon
Energy Transfer Partners
ET
+$333K
5
RAX
Rackspace Hosting Inc
RAX
+$261K

Sector Composition

1 Communication Services 32.54%
2 Industrials 15.21%
3 Technology 13.71%
4 Real Estate 12.42%
5 Consumer Discretionary 12.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$63.1M 24.13%
978,600
+10,675
2
$30.1M 11.52%
402,893
+1,840
3
$28.1M 10.73%
213,056
+6,998
4
$25.1M 9.58%
267,549
-2,020
5
$16.5M 6.32%
1,024,340
+81,620
6
$14.1M 5.41%
593,549
+33,169
7
$11.7M 4.48%
359,960
+49,285
8
$11.3M 4.33%
317,723
+23,950
9
$8.25M 3.16%
298,095
+11,380
10
$7.41M 2.83%
34,855
+5,385
11
$6.55M 2.5%
201,175
-8,015
12
$5.03M 1.92%
53,491
+6,997
13
$4.9M 1.87%
62,508
+3,050
14
$2.95M 1.13%
33,656
-790
15
$2.93M 1.12%
27,475
-890
16
$2.18M 0.83%
+71,350
17
$1.65M 0.63%
56,595
18
$1.49M 0.57%
117,363
+1,769
19
$1.45M 0.55%
7
20
$1.34M 0.51%
13,200
21
$1.33M 0.51%
28,736
22
$1.31M 0.5%
84,590
23
$1.16M 0.44%
18,075
-3,300
24
$997K 0.38%
+26,000
25
$987K 0.38%
32,000
-10,800
1
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