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
$542M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$8.33M
2
+$67.9K
3
+$20.3K

Top Sells

1
+$13.8M
2
+$2.85M
3
+$1.99M
4
ATHN
Athenahealth, Inc.
ATHN
+$1.62M
5
EA icon
Electronic Arts
EA
+$1.54M

Sector Composition

1 Communication Services 39.64%
2 Industrials 19.69%
3 Consumer Discretionary 12.6%
4 Technology 11.12%
5 Real Estate 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$174M 32.01%
587,742
-46,567
2
$68.3M 12.6%
944,060
-39,420
3
$56.7M 10.46%
279,403
-6,612
4
$35.1M 6.47%
2,814,250
-61,800
5
$33.8M 6.23%
278,544
-12,735
6
$31.8M 5.86%
222,149
-11,325
7
$26M 4.8%
342,817
-6,650
8
$25M 4.61%
172,044
-3,735
9
$18.3M 3.38%
429,829
-46,700
10
$18M 3.31%
42,979
-2,694
11
$14M 2.59%
357,680
+212,360
12
$6.18M 1.14%
111,588
-5,980
13
$6.03M 1.11%
116,300
-11,400
14
$3.59M 0.66%
12
15
$3.23M 0.6%
29,966
-2,142
16
$2.9M 0.53%
14,527
+102
17
$2.75M 0.51%
21,436
-266
18
$2.55M 0.47%
27,946
19
$2.36M 0.44%
31,679
-430
20
$934K 0.17%
18,100
21
$920K 0.17%
6,775
+500
22
$875K 0.16%
3,465
-385
23
$851K 0.16%
8,994
24
$828K 0.15%
19,740
25
$704K 0.13%
7,085
1
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