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
$618M
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$4.04M
2
+$1.05M
3
+$728K
4
EQIX icon
Equinix
EQIX
+$293K
5
DD icon
DuPont de Nemours
DD
+$205K

Top Sells

1
+$11.4M
2
+$6.55M
3
+$1.08M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$624K
5
AMT icon
American Tower
AMT
+$562K

Sector Composition

1 Communication Services 42.93%
2 Industrials 17.12%
3 Consumer Discretionary 12.81%
4 Technology 11.81%
5 Real Estate 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$219M 35.37%
558,575
-29,167
2
$79.2M 12.81%
931,400
-12,660
3
$58.3M 9.43%
277,650
-1,753
4
$42.1M 6.81%
2,886,350
+72,100
5
$39.1M 6.32%
277,069
-1,475
6
$28.8M 4.66%
180,975
-41,174
7
$28.6M 4.63%
343,677
+860
8
$24.2M 3.92%
168,144
-3,900
9
$19.6M 3.17%
450,640
+92,960
10
$18.8M 3.04%
447,186
+17,357
11
$18.8M 3.04%
43,660
+681
12
$5.94M 0.96%
105,240
-11,060
13
$5.81M 0.94%
103,498
-8,090
14
$3.48M 0.56%
29,966
15
$3.38M 0.55%
12
16
$2.75M 0.45%
27,946
17
$2.71M 0.44%
14,527
18
$2.6M 0.42%
21,436
19
$2.59M 0.42%
31,279
-400
20
$1.02M 0.16%
3,465
21
$1.01M 0.16%
18,100
22
$951K 0.15%
6,775
23
$946K 0.15%
20,460
+720
24
$833K 0.13%
8,994
25
$780K 0.13%
3,200
1
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