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
$297M
AUM Growth
+$22.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.63M
3
+$900K
4
SHOP icon
Shopify
SHOP
+$873K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$847K

Top Sells

1
+$1.18M
2
+$802K
3
+$677K
4
QCOM icon
Qualcomm
QCOM
+$419K
5
EBAY icon
eBay
EBAY
+$330K

Sector Composition

1 Communication Services 33.41%
2 Industrials 20.83%
3 Consumer Discretionary 13.76%
4 Real Estate 11.85%
5 Technology 8.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$70.9M 23.86%
719,073
-8,134
2
$40.9M 13.76%
976,520
-1,620
3
$27M 9.08%
213,874
+4,860
4
$24.5M 8.24%
286,610
5
$22.3M 7.52%
259,858
+6,550
6
$20.1M 6.78%
177,720
-90
7
$14.8M 5%
41,208
+410
8
$12.9M 4.33%
187,777
-6,115
9
$12.6M 4.25%
308,022
+3,315
10
$12.6M 4.23%
439,328
+31,505
11
$5.67M 1.91%
213,510
+12,810
12
$5.46M 1.84%
370,790
-80,114
13
$3.01M 1.01%
34,497
-440
14
$2.91M 0.98%
43,808
-10,180
15
$2.67M 0.9%
22,615
-760
16
$2.49M 0.84%
61,880
+40,600
17
$2.16M 0.73%
1,000
+990
18
$1.57M 0.53%
24,567
-230
19
$1.56M 0.53%
10,815
+5,863
20
$873K 0.29%
+203,500
21
$775K 0.26%
13,020
22
$716K 0.24%
7,712
23
$703K 0.24%
18,100
24
$688K 0.23%
7,085
25
$627K 0.21%
9,900
-300
1
2