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
$1.04B
AUM Growth
+$57.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.78M
3
+$1.06M
4
BL icon
BlackLine
BL
+$354K
5
PG icon
Procter & Gamble
PG
+$216K

Top Sells

1
+$12M
2
+$3.92M
3
+$2.67M
4
AMZN icon
Amazon
AMZN
+$2.5M
5
EA icon
Electronic Arts
EA
+$2.44M

Sector Composition

1 Technology 44.16%
2 Communication Services 25.51%
3 Consumer Discretionary 12.57%
4 Financials 7.26%
5 Real Estate 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$262M 25.14%
2,558,210
-116,970
2
$231M 22.22%
462,571
-7,838
3
$131M 12.54%
828,980
-15,880
4
$69.1M 6.64%
350,848
-1,393
5
$58.4M 5.61%
213,023
-550
6
$54.4M 5.23%
606,882
+3,948
7
$36.9M 3.54%
152,446
-2,889
8
$35.1M 3.37%
164,255
+12,998
9
$34.6M 3.33%
45,580
-342
10
$32.4M 3.11%
254,292
+23,831
11
$29.7M 2.85%
227,773
-18,676
12
$22.1M 2.13%
751,838
+6,295
13
$7.38M 0.71%
62,708
-4,100
14
$5.67M 0.55%
26,980
-1,062
15
$3.31M 0.32%
25,814
16
$2.94M 0.28%
19,776
+200
17
$2.67M 0.26%
36,440
18
$2.38M 0.23%
13,984
19
$2.35M 0.23%
20,260
20
$2.34M 0.22%
10,980
-2,097
21
$1.57M 0.15%
3,200
22
$1.14M 0.11%
15,520
+500
23
$1.08M 0.1%
9,894
+900
24
$1.06M 0.1%
+11,975
25
$787K 0.08%
8,994
1
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