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
$1.22B
AUM Growth
+$144M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$1.24M
3
+$1.08M
4
COUP
Coupa Software Incorporated
COUP
+$714K
5
COIN icon
Coinbase
COIN
+$633K

Top Sells

1
+$298M
2
+$5.87M
3
+$1.94M
4
AMZN icon
Amazon
AMZN
+$1.78M
5
EA icon
Electronic Arts
EA
+$1.22M

Sector Composition

1 Technology 49.19%
2 Communication Services 20.85%
3 Consumer Discretionary 10.96%
4 Financials 9.47%
5 Real Estate 6.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$336M 27.56%
2,298,150
-40,190
2
$228M 18.68%
430,848
-3,667
3
$134M 10.96%
776,260
-10,320
4
$101M 8.31%
347,249
-202
5
$67.6M 5.55%
607,449
+1,568
6
$57M 4.68%
217,421
+2,723
7
$45.4M 3.72%
280,421
+7,636
8
$44.5M 3.65%
181,846
+4,398
9
$37.9M 3.11%
140,332
+106
10
$36.3M 2.98%
45,221
-209
11
$29.3M 2.4%
701,738
+680
12
$26.8M 2.2%
615,017
+240,620
13
$20.7M 1.7%
143,744
-8,475
14
$8.3M 0.68%
58,096
-2,196
15
$7.23M 0.59%
26,680
16
$4.85M 0.4%
24,501
-396
17
$4.19M 0.34%
1,000
18
$3.74M 0.31%
27,340
-200
19
$3.17M 0.26%
14,229
20
$3.13M 0.26%
19,031
-250
21
$3.11M 0.26%
25,480
-360
22
$3.02M 0.25%
109
-10,761
23
$1.87M 0.15%
3,200
24
$1.66M 0.14%
13,220
-1,800
25
$1.15M 0.09%
9,894
1
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