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
$646M
AUM Growth
+$28.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$1.68M
3
+$360K
4
EA icon
Electronic Arts
EA
+$221K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$42.8K

Top Sells

1
+$6.18M
2
+$1.7M
3
+$627K
4
AMZN icon
Amazon
AMZN
+$495K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$260K

Sector Composition

1 Communication Services 38.51%
2 Industrials 18.04%
3 Consumer Discretionary 14.36%
4 Technology 13.89%
5 Real Estate 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$207M 32.08%
554,035
-4,540
2
$92.8M 14.36%
926,460
-4,940
3
$76.3M 11.82%
275,390
-2,260
4
$47.5M 7.34%
2,885,350
-1,000
5
$33.6M 5.2%
278,904
+1,835
6
$30M 4.65%
341,967
-1,710
7
$28.6M 4.43%
506,840
+56,200
8
$24.3M 3.77%
167,450
-694
9
$22.2M 3.43%
483,790
+36,604
10
$19.3M 2.98%
44,492
+832
11
$18M 2.79%
134,718
-46,257
12
$7.26M 1.12%
100,867
-2,631
13
$6.09M 0.94%
100,940
-4,300
14
$3.84M 0.59%
12
15
$3.23M 0.5%
29,569
-397
16
$3.2M 0.49%
27,946
17
$3.15M 0.49%
14,727
+200
18
$2.96M 0.46%
21,436
19
$2.66M 0.41%
31,279
20
$1.14M 0.18%
20,260
-200
21
$1.08M 0.17%
18,100
22
$1.01M 0.16%
6,775
23
$979K 0.15%
3,465
24
$863K 0.13%
3,200
25
$850K 0.13%
8,994
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