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
$983M
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$7.64M
2
+$4.54M
3
+$1.3M
4
BL icon
BlackLine
BL
+$843K
5
COUP
Coupa Software Incorporated
COUP
+$443K

Top Sells

1
+$10.3M
2
+$4.57M
3
+$2.39M
4
AMZN icon
Amazon
AMZN
+$2.13M
5
EQIX icon
Equinix
EQIX
+$612K

Sector Composition

1 Technology 44.76%
2 Communication Services 25.52%
3 Consumer Discretionary 11.88%
4 Real Estate 7.38%
5 Financials 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$254M 25.82%
2,675,180
-108,290
2
$214M 21.77%
470,409
-10,035
3
$117M 11.85%
844,860
-15,460
4
$61.4M 6.24%
352,241
-1,289
5
$59.2M 6.02%
213,573
+1,599
6
$50M 5.08%
602,934
+10,167
7
$40.2M 4.08%
155,335
-870
8
$32.5M 3.31%
246,449
-18,090
9
$32.3M 3.28%
45,922
-872
10
$30.7M 3.12%
230,461
+57,373
11
$30.3M 3.08%
151,257
+22,684
12
$21.8M 2.22%
745,543
+44,353
13
$6.09M 0.62%
66,808
-6,235
14
$5.71M 0.58%
28,042
+56
15
$3.19M 0.32%
25,814
16
$2.75M 0.28%
19,576
17
$2.67M 0.27%
10
-2
18
$2.58M 0.26%
36,440
-6,240
19
$2.33M 0.24%
13,077
-2,700
20
$2.19M 0.22%
13,984
+60
21
$1.85M 0.19%
20,260
22
$1.39M 0.14%
3,200
23
$1.06M 0.11%
15,020
-1,100
24
$883K 0.09%
8,994
25
$822K 0.08%
8,994
1
2