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
$283M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$1.35M
3
+$202K
4
EQIX icon
Equinix
EQIX
+$81.8K
5
TROW icon
T. Rowe Price
TROW
+$15.5K

Top Sells

1
+$9.27M
2
+$5.94M
3
+$5.18M
4
AMT icon
American Tower
AMT
+$3.59M
5
EBAY icon
eBay
EBAY
+$1.36M

Sector Composition

1 Communication Services 36.04%
2 Industrials 15.45%
3 Technology 13.29%
4 Consumer Discretionary 12.72%
5 Real Estate 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.3M 27.36%
823,830
-98,749
2
$24.1M 8.53%
210,436
-2,070
3
$21.6M 7.66%
997,480
-28,900
4
$20M 7.08%
300,680
-13,705
5
$19.8M 7.02%
212,499
-38,495
6
$18.4M 6.53%
294,511
-94,850
7
$15.9M 5.63%
325,060
+27,565
8
$13.6M 4.81%
536,334
-53,579
9
$12.5M 4.42%
368,625
-26,265
10
$10.7M 3.78%
41,995
+322
11
$7.07M 2.5%
190,015
-6,260
12
$7.06M 2.5%
+103,638
13
$4.42M 1.57%
56,908
+200
14
$3.77M 1.33%
45,291
-3,507
15
$2.58M 0.91%
33,176
-350
16
$2.48M 0.88%
25,421
-400
17
$2.46M 0.87%
89,130
-187,385
18
$1.59M 0.56%
41,500
-2,500
19
$1.23M 0.44%
27,911
20
$1.08M 0.38%
40,780
+69
21
$1.06M 0.38%
15,808
22
$1.03M 0.36%
32,000
23
$989K 0.35%
8,662
24
$796K 0.28%
10,200
25
$776K 0.27%
15,808
1
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