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
$597M
AUM Growth
-$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$990K
3
+$975K
4
GRUB
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
+$375K
5
PYPL icon
PayPal
PYPL
+$122K

Top Sells

1
+$924K
2
+$898K
3
+$863K
4
AMZN icon
Amazon
AMZN
+$804K
5
NFLX icon
Netflix
NFLX
+$788K

Sector Composition

1 Communication Services 29.63%
2 Technology 26.56%
3 Consumer Discretionary 13.31%
4 Real Estate 10.49%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$143M 23.94%
533,735
-2,943
2
$93.3M 15.64%
2,993,200
-29,650
3
$79.4M 13.31%
914,900
-9,260
4
$37.1M 6.22%
357,939
+1,178
5
$35.2M 5.91%
159,327
-536
6
$35M 5.86%
311,061
+3,337
7
$28.5M 4.77%
595,750
+20,390
8
$28M 4.69%
285,801
-9,185
9
$27.4M 4.58%
47,417
+153
10
$24.1M 4.04%
575,935
+23,675
11
$23.2M 3.89%
179,200
+18,920
12
$6.5M 1.09%
85,143
-4,302
13
$4.17M 0.7%
68,320
-14,140
14
$3.91M 0.65%
28,092
-35
15
$3.74M 0.63%
12
16
$3.27M 0.55%
15,727
17
$3.15M 0.53%
27,529
18
$2.72M 0.46%
21,011
19
$2.08M 0.35%
13,795
20
$2.08M 0.35%
29,434
-1,700
21
$1.11M 0.19%
19,840
22
$983K 0.16%
16,120
-1,100
23
$890K 0.15%
11,079
24
$884K 0.15%
3,200
25
$805K 0.13%
6,179
1
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