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
$275M
AUM Growth
-$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$7.67M
2
+$4.25M
3
+$1.37M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$679K
5
AL icon
Air Lease Corp
AL
+$216K

Top Sells

1
+$7.73M
2
+$3.14M
3
+$2.07M
4
AMT icon
American Tower
AMT
+$2M
5
QCOM icon
Qualcomm
QCOM
+$1.28M

Sector Composition

1 Communication Services 37.99%
2 Industrials 17.81%
3 Consumer Discretionary 11.32%
4 Real Estate 10.25%
5 Technology 10.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.9M 29.76%
793,383
-30,447
2
$28.1M 10.22%
210,971
+535
3
$25.4M 9.24%
993,540
-3,940
4
$20.3M 7.36%
298,985
-1,695
5
$16.7M 6.06%
189,732
-22,767
6
$14.5M 5.28%
270,618
-23,893
7
$11.6M 4.22%
375,625
+7,000
8
$11.5M 4.18%
42,119
+124
9
$10.5M 3.82%
330,390
+5,330
10
$9.29M 3.37%
190,873
+87,235
11
$7.67M 2.79%
+247,160
12
$5.37M 1.95%
219,850
-316,484
13
$4.55M 1.65%
184,365
-5,650
14
$3.96M 1.44%
56,908
15
$3.35M 1.22%
45,091
-200
16
$2.37M 0.86%
25,421
17
$2.37M 0.86%
31,976
-1,200
18
$1.37M 0.5%
+7
19
$1.26M 0.46%
28,421
+510
20
$1.15M 0.42%
41,500
21
$860K 0.31%
15,808
22
$834K 0.3%
8,162
-500
23
$679K 0.25%
+21,280
24
$665K 0.24%
32,000
25
$635K 0.23%
15,808
1
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