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
$599M
AUM Growth
+$98.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$7.13M
2
+$2.08M
3
+$965K
4
EQIX icon
Equinix
EQIX
+$519K
5
BL icon
BlackLine
BL
+$303K

Top Sells

1
+$13M
2
+$9.34M
3
+$2.64M
4
AMT icon
American Tower
AMT
+$739K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$620K

Sector Composition

1 Communication Services 38.38%
2 Technology 18.39%
3 Consumer Discretionary 13.8%
4 Industrials 10.21%
5 Real Estate 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$193M 32.22%
541,414
-26,200
2
$82.7M 13.8%
928,320
-29,600
3
$62.9M 10.5%
3,043,290
-4,140
4
$41.7M 6.96%
300,124
+14,999
5
$37.1M 6.2%
357,448
-829
6
$31.5M 5.26%
159,808
-3,750
7
$29.9M 4.98%
293,819
-1,435
8
$26.8M 4.47%
578,055
+6,550
9
$22M 3.67%
48,516
+1,145
10
$19.5M 3.25%
566,752
+5,782
11
$8.57M 1.43%
94,235
+78,385
12
$5.47M 0.91%
95,995
-2,452
13
$5.34M 0.89%
90,720
-10,540
14
$3.62M 0.6%
12
15
$3.32M 0.55%
28,127
+90
16
$3.16M 0.53%
15,727
17
$3.01M 0.5%
21,509
+73
18
$2.94M 0.49%
29,354
-215
19
$2.53M 0.42%
31,279
20
$1.99M 0.33%
13,730
+6,670
21
$1.03M 0.17%
21,760
+380
22
$1.01M 0.17%
17,300
-800
23
$887K 0.15%
11,172
24
$853K 0.14%
3,200
25
$747K 0.12%
3,120
-345
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