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
$645M
AUM Growth
+$1.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$11.6M
3
+$2.56M
4
COUP
Coupa Software Incorporated
COUP
+$1.04M
5
AAPL icon
Apple
AAPL
+$26.7K

Top Sells

1
+$160M
2
+$16.8M
3
+$7.4M
4
AMZN icon
Amazon
AMZN
+$5.41M
5
EA icon
Electronic Arts
EA
+$1.86M

Sector Composition

1 Technology 33.81%
2 Communication Services 32.69%
3 Consumer Discretionary 13%
4 Real Estate 9.8%
5 Financials 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$180M 27.97%
480,444
-44,629
2
$116M 17.99%
2,783,470
-177,550
3
$83.9M 13%
860,320
-55,480
4
$34M 5.27%
156,205
-3,155
5
$33.8M 5.25%
353,530
-5,090
6
$31.2M 4.83%
592,767
-1,323
7
$29.6M 4.59%
211,974
+7,476
8
$29.2M 4.53%
46,794
-519
9
$26.5M 4.11%
264,539
-18,607
10
$15.7M 2.44%
128,573
+121,652
11
$15.5M 2.41%
701,190
+115,425
12
$12.9M 2%
173,088
+155,917
13
$4.94M 0.77%
73,043
-8,800
14
$4.41M 0.68%
27,986
-106
15
$3.26M 0.51%
12
-588
16
$2.88M 0.45%
15,777
+50
17
$2.57M 0.4%
19,576
+65
18
$2.52M 0.39%
25,814
-1,715
19
$2.48M 0.38%
42,680
-19,840
20
$1.79M 0.28%
13,924
+129
21
$1.29M 0.2%
20,260
+420
22
$1.02M 0.16%
3,200
23
$937K 0.15%
16,120
24
$918K 0.14%
24,182
-4,652
25
$813K 0.13%
11,079
1
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