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
$365M
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$10.4M
2
+$9.57M
3
+$6.8M
4
EA icon
Electronic Arts
EA
+$6.68M
5
AMT icon
American Tower
AMT
+$5.13M

Top Sells

1
+$183K
2
+$174K
3
+$158K
4
DEST
Destination Maternity Corporation
DEST
+$157K
5
DOC icon
Healthpeak Properties
DOC
+$153K

Sector Composition

1 Communication Services 34.21%
2 Industrials 18.39%
3 Consumer Discretionary 12.53%
4 Real Estate 11.91%
5 Technology 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.3M 24.77%
883,301
+93,638
2
$40.9M 11.22%
1,378,580
+349,800
3
$36.1M 9.91%
260,351
+48,980
4
$26.5M 7.28%
401,340
+101,085
5
$24.7M 6.77%
241,072
+50,100
6
$18.5M 5.08%
56,049
+12,026
7
$16.2M 4.45%
420,145
+129,445
8
$15.4M 4.23%
479,695
+91,430
9
$15.1M 4.13%
294,546
+61,243
10
$13.9M 3.8%
275,808
+34,535
11
$8.78M 2.41%
488,065
+105,585
12
$5.96M 1.64%
97,151
+65,175
13
$4.55M 1.25%
190,680
+8,420
14
$4.26M 1.17%
+39,675
15
$4.25M 1.17%
+156,330
16
$4.17M 1.14%
56,798
17
$3.46M 0.95%
90,760
+69,480
18
$3.23M 0.89%
38,640
-377
19
$3.06M 0.84%
82,260
+64,160
20
$2.73M 0.75%
25,271
21
$2.56M 0.7%
12
22
$2.07M 0.57%
96,015
+240
23
$1.68M 0.46%
33,227
+20,207
24
$1.57M 0.43%
28,371
25
$1.38M 0.38%
+18,715
1
2 3 4 5