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
$301M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.26M
2
+$489K
3
+$356K
4
EQIX icon
Equinix
EQIX
+$333K
5
ATHN
Athenahealth, Inc.
ATHN
+$311K

Top Sells

1
+$241M
2
+$5.46M
3
+$2.37M
4
QCOM icon
Qualcomm
QCOM
+$1.61M
5
AMZN icon
Amazon
AMZN
+$271K

Sector Composition

1 Communication Services 37.59%
2 Industrials 19.19%
3 Consumer Discretionary 12.09%
4 Real Estate 11.39%
5 Technology 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$86.7M 28.82%
699,928
-19,145
2
$36.3M 12.09%
969,280
-7,240
3
$22.8M 7.59%
216,835
+2,961
4
$22.4M 7.45%
284,219
-2,391
5
$19.7M 6.56%
262,138
+2,280
6
$18.8M 6.26%
178,077
+357
7
$15.2M 5.05%
441,896
+2,568
8
$15.1M 5.01%
42,139
+931
9
$12.2M 4.05%
308,486
+464
10
$10.6M 3.54%
163,082
-24,695
11
$6.14M 2.04%
1,431,400
+1,227,900
12
$4.49M 1.49%
215,478
+1,968
13
$3.19M 1.06%
42,448
-1,360
14
$2.98M 0.99%
33,047
-1,450
15
$2.93M 0.97%
12
-988
16
$2.6M 0.86%
22,565
-50
17
$2.48M 0.82%
62,600
+720
18
$2.25M 0.75%
13,815
+3,000
19
$1.78M 0.59%
24,067
-500
20
$1.76M 0.59%
28,371
21
$803K 0.27%
7,712
22
$731K 0.24%
13,020
23
$698K 0.23%
18,100
24
$690K 0.23%
9,900
25
$648K 0.22%
7,085
1
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