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
$305M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$1.58M
3
+$1.19M
4
MNDT
Mandiant, Inc. Common Stock
MNDT
+$1.08M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$989K

Top Sells

1
+$2.24M
2
+$1.87M
3
+$1.03M
4
XOM icon
Exxon Mobil
XOM
+$473K
5
NFLX icon
Netflix
NFLX
+$425K

Sector Composition

1 Communication Services 37.28%
2 Industrials 19.36%
3 Consumer Discretionary 13.1%
4 Real Estate 10.59%
5 Technology 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.3M 29.63%
789,663
-3,720
2
$34.8M 11.4%
1,028,780
+35,240
3
$34M 11.16%
211,371
+400
4
$20.6M 6.77%
300,255
+1,270
5
$18.5M 6.07%
190,972
+1,240
6
$13.3M 4.37%
44,023
+1,904
7
$13M 4.26%
388,265
+12,640
8
$11.7M 3.83%
241,273
+50,400
9
$11.7M 3.83%
233,303
-37,315
10
$10.5M 3.45%
290,700
+43,540
11
$7.93M 2.6%
382,480
+52,090
12
$5.01M 1.64%
182,260
-37,590
13
$4.06M 1.33%
56,798
-110
14
$3.04M 1%
39,017
-6,074
15
$2.6M 0.85%
25,271
-150
16
$2.42M 0.8%
95,775
-88,590
17
$2.37M 0.78%
12
+5
18
$2.22M 0.73%
31,976
19
$1.57M 0.52%
28,371
-50
20
$932K 0.31%
15,728
-80
21
$858K 0.28%
8,162
22
$828K 0.27%
21,280
23
$706K 0.23%
15,728
-80
24
$687K 0.23%
18,100
25
$656K 0.22%
13,020
1
2 3 4