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
$271M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.82M
2
+$1.03M
3
+$780K
4
KMI
KINDER MORGAN,INC
KMI
+$673K
5
AL icon
Air Lease Corp
AL
+$399K

Top Sells

1
+$3.11M
2
+$1.58M
3
+$982K
4
QCOM icon
Qualcomm
QCOM
+$707K
5
INXN
Interxion Holding N.V.
INXN
+$650K

Sector Composition

1 Communication Services 30.68%
2 Technology 15.37%
3 Industrials 14.84%
4 Consumer Discretionary 12.79%
5 Real Estate 12.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.9M 20.24%
922,579
-52,185
2
$27M 9.95%
389,361
-10,200
3
$25.4M 9.35%
212,506
-3,830
4
$23.6M 8.71%
250,994
-10,430
5
$19.1M 7.04%
1,026,380
+5,340
6
$18.5M 6.81%
314,385
-2,635
7
$14.9M 5.49%
394,890
+10,580
8
$14.3M 5.28%
589,913
-1,378
9
$11.7M 4.3%
297,495
+46,355
10
$10.1M 3.73%
196,275
+15,125
11
$9.7M 3.58%
41,673
+4,424
12
$7.8M 2.87%
276,515
-23,040
13
$4.59M 1.69%
56,708
-2,300
14
$4.15M 1.53%
48,798
-2,446
15
$2.62M 0.97%
33,526
-130
16
$2.6M 0.96%
25,821
-1,504
17
$1.85M 0.68%
44,000
+16,000
18
$1.37M 0.5%
14,675
-1,000
19
$1.27M 0.47%
84,590
20
$1.14M 0.42%
27,911
21
$1.12M 0.41%
40,711
-241
22
$1.01M 0.37%
32,000
23
$925K 0.34%
15,808
24
$909K 0.34%
8,662
25
$845K 0.31%
10,200
1
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