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
$1.19B
AUM Growth
-$23.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$2.92M
2
+$2.32M
3
+$1.01M
4
COUP
Coupa Software Incorporated
COUP
+$791K
5
OKTA icon
Okta
OKTA
+$684K

Top Sells

1
+$407M
2
+$7.83M
3
+$2.33M
4
AMZN icon
Amazon
AMZN
+$1.97M
5
EQIX icon
Equinix
EQIX
+$1.36M

Sector Composition

1 Technology 47.6%
2 Communication Services 23.9%
3 Consumer Discretionary 10.51%
4 Financials 8.62%
5 Real Estate 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$304M 25.42%
2,240,400
-57,750
2
$261M 21.81%
427,029
-3,819
3
$126M 10.51%
764,280
-11,980
4
$89.7M 7.51%
344,776
-2,473
5
$71.7M 6%
607,141
-308
6
$49.6M 4.15%
283,812
+3,391
7
$48.4M 4.05%
221,029
+3,608
8
$43.8M 3.67%
184,729
+2,883
9
$37M 3.1%
139,371
-961
10
$34.4M 2.88%
43,506
-1,715
11
$29.5M 2.47%
667,471
+52,454
12
$27.8M 2.33%
706,778
+5,040
13
$19.4M 1.62%
136,362
-7,382
14
$7.52M 0.63%
26,680
15
$7.49M 0.63%
58,096
16
$4.82M 0.4%
24,501
17
$4.11M 0.34%
10
-990
18
$3.87M 0.32%
27,340
19
$3.16M 0.26%
14,229
20
$3.04M 0.25%
18,813
-218
21
$2.95M 0.25%
10,800
+10,691
22
$2.76M 0.23%
20,680
-4,800
23
$1.84M 0.15%
3,200
24
$1.76M 0.15%
13,220
25
$1.17M 0.1%
9,894
1
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