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
$379M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$2.59M
2
+$1.95M
3
+$1.15M
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$640K
5
AL icon
Air Lease Corp
AL
+$486K

Top Sells

1
+$3.8M
2
+$1M
3
+$895K
4
APC
Anadarko Petroleum
APC
+$613K
5
TROW icon
T. Rowe Price
TROW
+$152K

Sector Composition

1 Communication Services 36.08%
2 Industrials 19.9%
3 Consumer Discretionary 12.63%
4 Real Estate 11.5%
5 Technology 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.4M 26.23%
665,181
-5,990
2
$47.9M 12.63%
988,760
-1,080
3
$33.6M 8.87%
239,194
+13,848
4
$30.6M 8.08%
289,529
-365
5
$24.7M 6.51%
282,845
+7,345
6
$23.5M 6.19%
177,360
-90
7
$22.6M 5.95%
2,596,500
+298,300
8
$19.6M 5.17%
45,648
+1,011
9
$18.1M 4.77%
337,047
+7,230
10
$17.1M 4.52%
458,015
+13,019
11
$7.57M 2%
137,018
-18,161
12
$5.13M 1.35%
110,360
+24,660
13
$3.06M 0.81%
12
14
$2.96M 0.78%
39,858
-2,050
15
$2.89M 0.76%
21,852
-578
16
$2.5M 0.66%
30,987
-160
17
$2.34M 0.62%
13,815
18
$1.98M 0.52%
23,462
-105
19
$1.93M 0.51%
27,946
20
$832K 0.22%
7,085
21
$822K 0.22%
18,100
22
$776K 0.2%
7,307
-425
23
$737K 0.19%
4,275
24
$718K 0.19%
19,940
25
$700K 0.18%
11,448
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