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
$669M
AUM Growth
+$69.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$8.36M
2
+$1.19M
3
+$118K
4
AMT icon
American Tower
AMT
+$11.2K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.75K

Top Sells

1
+$1.74M
2
+$631K
3
+$614K
4
AL icon
Air Lease Corp
AL
+$599K
5
QCOM icon
Qualcomm
QCOM
+$498K

Sector Composition

1 Communication Services 34.86%
2 Technology 23.23%
3 Consumer Discretionary 13.08%
4 Industrials 10.59%
5 Real Estate 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$197M 29.46%
536,678
-4,736
2
$90.7M 13.56%
3,022,850
-20,440
3
$87.5M 13.08%
924,160
-4,160
4
$48M 7.17%
307,724
+7,600
5
$40.8M 6.1%
356,761
-687
6
$32.7M 4.89%
159,863
+55
7
$30.8M 4.6%
575,360
-2,695
8
$29.9M 4.46%
294,986
+1,167
9
$23.8M 3.56%
47,264
-1,252
10
$22.8M 3.41%
552,260
-14,492
11
$20.3M 3.03%
160,280
+66,045
12
$6.8M 1.02%
89,445
-6,550
13
$4.46M 0.67%
82,460
-8,260
14
$3.82M 0.57%
12
15
$3.77M 0.56%
28,127
16
$3.35M 0.5%
15,727
17
$3.02M 0.45%
27,529
-1,825
18
$2.93M 0.44%
21,011
-498
19
$2.39M 0.36%
31,134
-145
20
$2.07M 0.31%
13,795
+65
21
$982K 0.15%
19,840
-1,920
22
$943K 0.14%
3,200
23
$931K 0.14%
17,220
-80
24
$886K 0.13%
11,079
-93
25
$863K 0.13%
6,179
1
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