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
-$89.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$907K
2
+$212K
3
+$158K
4
DEST
Destination Maternity Corporation
DEST
+$105K

Top Sells

1
+$14.3M
2
+$14.3M
3
+$8.69M
4
AMT icon
American Tower
AMT
+$7.19M
5
ATHN
Athenahealth, Inc.
ATHN
+$7.09M

Sector Composition

1 Communication Services 32.88%
2 Industrials 20.2%
3 Real Estate 13.18%
4 Consumer Discretionary 12.89%
5 Technology 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.5M 24.21%
727,207
-156,094
2
$35M 12.73%
978,140
-400,440
3
$28.8M 10.5%
209,014
-51,337
4
$21.7M 7.9%
286,610
-114,730
5
$20.2M 7.35%
177,810
-63,262
6
$15.8M 5.76%
40,798
-15,251
7
$15.7M 5.73%
253,308
-22,500
8
$11.1M 4.05%
304,707
-115,438
9
$10.9M 3.97%
407,823
-71,872
10
$10.4M 3.78%
193,892
-100,654
11
$7.43M 2.7%
450,904
-37,161
12
$4.1M 1.49%
200,700
+44,370
13
$3.94M 1.43%
53,988
-2,810
14
$3.27M 1.19%
34,937
-3,703
15
$2.83M 1.03%
23,375
-1,896
16
$2.17M 0.79%
10
-2
17
$1.51M 0.55%
24,797
-72,354
18
$1.45M 0.53%
28,371
19
$754K 0.27%
7,712
-450
20
$748K 0.27%
21,280
-69,480
21
$720K 0.26%
7,085
22
$717K 0.26%
4,952
+1,092
23
$715K 0.26%
13,020
-20,207
24
$626K 0.23%
18,100
-64,160
25
$608K 0.22%
9,828
-5,900
1
2 3