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
$1.07B
AUM Growth
-$91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$1.8M
3
+$1.78M
4
AAPL icon
Apple
AAPL
+$914K
5
COUP
Coupa Software Incorporated
COUP
+$429K

Top Sells

1
+$17.7M
2
+$13.7M
3
+$6.65M
4
AMZN icon
Amazon
AMZN
+$5.4M
5
AMT icon
American Tower
AMT
+$2.58M

Sector Composition

1 Technology 45.79%
2 Communication Services 23.52%
3 Consumer Discretionary 11.33%
4 Financials 8.96%
5 Real Estate 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$259M 24.09%
2,338,340
-159,920
2
$227M 21.11%
434,515
-26,192
3
$122M 11.33%
786,580
-34,920
4
$84.4M 7.86%
347,451
-1,390
5
$65.7M 6.12%
605,881
+143
6
$54.6M 5.09%
214,698
+1,685
7
$39.1M 3.64%
177,448
+8,172
8
$36.4M 3.39%
272,785
+13,326
9
$34.4M 3.2%
701,058
-44,100
10
$33.5M 3.12%
140,226
-10,790
11
$30.9M 2.88%
45,430
-32
12
$20.6M 1.92%
152,219
-49,156
13
$16.9M 1.57%
+374,397
14
$7.99M 0.74%
60,292
-1,526
15
$6.29M 0.59%
26,680
16
$4.27M 0.4%
24,897
-725
17
$3.86M 0.36%
1,000
18
$3.36M 0.31%
27,540
+7,486
19
$3.17M 0.3%
19,281
-330
20
$2.94M 0.27%
14,229
+245
21
$2.78M 0.26%
10,870
-70
22
$2.67M 0.25%
25,840
-9,720
23
$1.55M 0.14%
15,020
24
$1.52M 0.14%
3,200
25
$1.19M 0.11%
9,894
1
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