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
$1.16B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.28M
3
+$852K
4
COST icon
Costco
COST
+$283K
5
ADP icon
Automatic Data Processing
ADP
+$247K

Top Sells

1
+$6.79M
2
+$3.79M
3
+$1.22M
4
NFLX icon
Netflix
NFLX
+$1.01M
5
PYPL icon
PayPal
PYPL
+$470K

Sector Composition

1 Technology 46.55%
2 Communication Services 24.34%
3 Consumer Discretionary 11.48%
4 Financials 7.95%
5 Real Estate 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$283M 24.28%
2,498,260
-59,950
2
$249M 21.39%
460,707
-1,864
3
$134M 11.48%
821,500
-7,480
4
$81.7M 7.01%
348,841
-2,007
5
$80.8M 6.94%
605,738
-1,144
6
$72.2M 6.2%
213,013
-10
7
$43M 3.69%
169,276
+5,021
8
$42.8M 3.67%
259,459
+5,167
9
$33.9M 2.91%
151,016
-1,430
10
$33.1M 2.84%
745,158
-6,680
11
$32.5M 2.79%
45,462
-118
12
$28.9M 2.48%
201,375
-26,398
13
$9.42M 0.81%
61,818
-890
14
$5.93M 0.51%
26,680
-300
15
$3.88M 0.33%
25,622
-192
16
$3.48M 0.3%
+1,000
17
$3.12M 0.27%
35,560
-880
18
$3.09M 0.26%
19,611
-165
19
$2.72M 0.23%
13,984
20
$2.66M 0.23%
20,054
-206
21
$2.54M 0.22%
10,940
-40
22
$1.6M 0.14%
3,200
23
$1.32M 0.11%
15,020
-500
24
$1.08M 0.09%
9,894
25
$1.06M 0.09%
5,879
1
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