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
$422M
AUM Growth
+$42.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.78M
2
+$1.02M
3
+$771K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$730K
5
PYPL icon
PayPal
PYPL
+$620K

Top Sells

1
+$3.37M
2
+$703K
3
+$511K
4
KMI
KINDER MORGAN,INC
KMI
+$479K
5
QCOM icon
Qualcomm
QCOM
+$438K

Sector Composition

1 Communication Services 37.86%
2 Industrials 18.88%
3 Consumer Discretionary 11.28%
4 Real Estate 10.61%
5 Technology 10.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$117M 27.8%
646,611
-18,570
2
$47.6M 11.28%
989,920
+1,160
3
$34.5M 8.18%
292,179
+2,650
4
$32M 7.59%
2,749,000
+152,500
5
$29.9M 7.09%
283,810
+965
6
$29.5M 6.98%
236,819
-2,375
7
$24.2M 5.75%
177,360
8
$22.2M 5.26%
346,737
+9,690
9
$20.5M 4.86%
45,948
+300
10
$20.3M 4.81%
476,115
+18,100
11
$6.67M 1.58%
128,568
-8,450
12
$6.39M 1.52%
131,360
+21,000
13
$3.3M 0.78%
12
14
$2.91M 0.69%
32,108
-7,750
15
$2.84M 0.67%
21,852
16
$2.65M 0.63%
32,359
+1,372
17
$2.53M 0.6%
13,815
18
$2.12M 0.5%
23,462
19
$2.08M 0.49%
27,946
20
$868K 0.21%
18,100
21
$799K 0.19%
8,994
22
$795K 0.19%
4,275
23
$787K 0.19%
7,085
24
$768K 0.18%
19,940
25
$730K 0.17%
+5,635
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