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
$456M
AUM Growth
+$33.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$1.28M
3
+$317K
4
PYPL icon
PayPal
PYPL
+$201K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$121K

Top Sells

1
+$2.36M
2
+$1.52M
3
+$704K
4
KMI icon
Kinder Morgan
KMI
+$480K
5
ATHN
Athenahealth, Inc.
ATHN
+$445K

Sector Composition

1 Communication Services 35.29%
2 Industrials 20.87%
3 Consumer Discretionary 12.62%
4 Technology 10.13%
5 Real Estate 10.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$122M 26.73%
634,309
-12,302
2
$57.5M 12.62%
983,480
-6,440
3
$41.1M 9.02%
286,015
+2,205
4
$31.1M 6.82%
233,474
-3,345
5
$30.6M 6.72%
291,279
-900
6
$29M 6.38%
2,876,050
+127,050
7
$25.7M 5.65%
349,467
+2,730
8
$25.1M 5.51%
175,779
-1,581
9
$22.9M 5.03%
476,529
+414
10
$20.7M 4.54%
45,673
-275
11
$7.53M 1.65%
117,568
-11,000
12
$6.73M 1.48%
127,700
-3,660
13
$4.77M 1.05%
+145,320
14
$3.57M 0.78%
12
15
$3.37M 0.74%
32,108
16
$3.03M 0.67%
21,702
-150
17
$2.86M 0.63%
14,425
+610
18
$2.69M 0.59%
32,109
-250
19
$2.39M 0.52%
27,946
20
$947K 0.21%
18,100
21
$870K 0.19%
8,994
22
$861K 0.19%
6,275
+640
23
$835K 0.18%
19,740
-200
24
$832K 0.18%
3,850
-425
25
$814K 0.18%
8,195
-15,267
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