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
$344M
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$5.9M
2
+$1M
3
+$979K
4
ATHN
Athenahealth, Inc.
ATHN
+$959K
5
PYPL icon
PayPal
PYPL
+$918K

Top Sells

1
+$4.25M
2
+$673K
3
+$453K
4
XOM icon
Exxon Mobil
XOM
+$156K
5
MRK icon
Merck
MRK
+$95.3K

Sector Composition

1 Communication Services 37.92%
2 Industrials 17.67%
3 Consumer Discretionary 12.76%
4 Real Estate 11.61%
5 Technology 9.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.2M 28.85%
671,171
-28,757
2
$43.9M 12.76%
989,840
+20,560
3
$26M 7.55%
289,894
+5,675
4
$25.4M 7.38%
225,346
+8,511
5
$21.6M 6.27%
177,450
-627
6
$18.1M 5.27%
275,500
+13,362
7
$17.9M 5.2%
44,637
+2,498
8
$17.2M 5.01%
444,996
+3,100
9
$15.6M 4.55%
2,298,200
+866,800
10
$14.2M 4.13%
329,817
+21,331
11
$8.9M 2.59%
155,179
-7,903
12
$3.63M 1.06%
85,700
+23,100
13
$3.37M 0.98%
179,640
-35,838
14
$3M 0.87%
12
15
$2.86M 0.83%
41,908
-540
16
$2.79M 0.81%
22,430
-135
17
$2.55M 0.74%
31,147
-1,900
18
$2.3M 0.67%
13,815
19
$1.86M 0.54%
23,567
-500
20
$1.84M 0.54%
27,946
-425
21
$876K 0.25%
7,732
+20
22
$799K 0.23%
7,085
23
$750K 0.22%
18,100
24
$716K 0.21%
19,940
+400
25
$694K 0.2%
11,448
-1,572
1
2