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
$501M
AUM Growth
-$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.65M
3
+$2.36M
4
AL icon
Air Lease Corp
AL
+$2.33M
5
SHOP icon
Shopify
SHOP
+$2.24M

Top Sells

1
+$4.82M
2
+$616K
3
+$200K
4
QCOM icon
Qualcomm
QCOM
+$138K

Sector Composition

1 Communication Services 36.39%
2 Technology 15.51%
3 Industrials 14.72%
4 Consumer Discretionary 14.37%
5 Real Estate 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$152M 30.35%
567,614
+13,579
2
$71.9M 14.37%
957,920
+31,460
3
$43.8M 8.75%
285,125
+9,735
4
$42.2M 8.43%
3,047,430
+162,080
5
$30.1M 6.02%
358,277
+16,310
6
$25.9M 5.17%
163,558
-3,892
7
$23.4M 4.67%
571,505
+64,665
8
$23.3M 4.65%
295,254
+16,350
9
$16.9M 3.39%
560,970
+77,180
10
$16.7M 3.34%
47,371
+2,879
11
$13M 2.59%
98,186
-36,532
12
$5.6M 1.12%
98,447
-2,420
13
$5.29M 1.06%
101,260
+320
14
$3.67M 0.73%
12
15
$3.21M 0.64%
15,727
+1,000
16
$2.85M 0.57%
28,037
+91
17
$2.77M 0.55%
21,436
18
$2.73M 0.55%
29,569
19
$2.13M 0.43%
31,279
20
$996K 0.2%
+15,850
21
$937K 0.19%
18,100
22
$901K 0.18%
7,060
+285
23
$843K 0.17%
21,380
+1,120
24
$829K 0.17%
8,994
25
$815K 0.16%
11,172
1
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