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
$644M
AUM Growth
+$47.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$3.7M
3
+$1.26M
4
BND icon
Vanguard Total Bond Market
BND
+$938K
5
OKTA icon
Okta
OKTA
+$798K

Top Sells

1
+$35M
2
+$2.8M
3
+$1.28M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$388K
5
CVX icon
Chevron
CVX
+$371K

Sector Composition

1 Communication Services 32.08%
2 Technology 30.38%
3 Consumer Discretionary 13.14%
4 Real Estate 9.98%
5 Financials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$170M 26.39%
525,073
-8,662
2
$118M 18.29%
2,961,020
-32,180
3
$84.6M 13.14%
915,800
+900
4
$38.8M 6.03%
358,620
+681
5
$36.6M 5.69%
159,360
+33
6
$30.6M 4.76%
594,090
-1,660
7
$30.4M 4.73%
283,146
-2,655
8
$29.9M 4.65%
204,498
+25,298
9
$27.8M 4.32%
585,765
+9,830
10
$27.6M 4.29%
47,313
-104
11
$7.22M 1.12%
81,843
-3,300
12
$4.43M 0.69%
28,092
13
$4.19M 0.65%
62,520
-5,800
14
$4.08M 0.63%
600
+588
15
$3.56M 0.55%
15,727
16
$3.35M 0.52%
27,529
17
$2.85M 0.44%
19,511
-1,500
18
$2.26M 0.35%
13,795
19
$2.01M 0.31%
28,834
-600
20
$1.46M 0.23%
19,840
21
$1.26M 0.2%
+17,171
22
$1.08M 0.17%
16,120
23
$1.05M 0.16%
3,200
24
$962K 0.15%
11,079
25
$938K 0.15%
+11,185
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