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
-$246K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$5.68M
2
+$835K
3
+$543K
4
ATHN
Athenahealth, Inc.
ATHN
+$478K
5
KMI
KINDER MORGAN,INC
KMI
+$84.6K

Top Sells

1
+$937K
2
+$605K
3
+$413K
4
TROW icon
T. Rowe Price
TROW
+$300K
5
QCOM icon
Qualcomm
QCOM
+$248K

Sector Composition

1 Communication Services 27.78%
2 Industrials 17.12%
3 Technology 15.71%
4 Real Estate 13.13%
5 Consumer Discretionary 11.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$47.6M 18.21%
974,764
-3,836
2
$31.5M 12.07%
216,336
+3,280
3
$29.7M 11.37%
399,561
-3,332
4
$25.8M 9.9%
261,424
-6,125
5
$15.8M 6.07%
1,021,040
-3,300
6
$14.9M 5.71%
317,020
-703
7
$14M 5.35%
591,291
-2,258
8
$13.2M 5.05%
384,310
+24,350
9
$8.48M 3.25%
181,150
-20,025
10
$8.45M 3.23%
37,249
+2,394
11
$8.19M 3.14%
299,555
+1,460
12
$7.93M 3.04%
251,140
+179,790
13
$5.07M 1.94%
59,008
-3,500
14
$4.74M 1.81%
51,244
-2,247
15
$3.13M 1.2%
33,656
16
$2.86M 1.09%
27,325
-150
17
$1.58M 0.61%
7
18
$1.35M 0.52%
84,590
19
$1.3M 0.5%
27,911
-825
20
$1.28M 0.49%
15,675
-2,400
21
$1.19M 0.45%
28,000
+2,000
22
$1.08M 0.41%
40,952
-15,643
23
$1.03M 0.4%
15,808
24
$918K 0.35%
32,000
25
$842K 0.32%
10,200
-3,000
1
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