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
$1.15B
AUM Growth
-$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$6.76M
2
+$1.2M
3
+$960K
4
AAPL icon
Apple
AAPL
+$931K
5
ICUI icon
ICU Medical
ICUI
+$593K

Top Sells

1
+$4.11M
2
+$875K
3
+$255K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$113K
5
CI icon
Cigna
CI
+$97.7K

Sector Composition

1 Technology 47.2%
2 Communication Services 24.41%
3 Consumer Discretionary 11.08%
4 Financials 6.92%
5 Real Estate 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$310M 26.91%
2,249,130
+8,730
2
$256M 22.27%
425,576
-1,453
3
$128M 11.08%
765,440
+1,160
4
$65.6M 5.7%
347,900
+3,124
5
$63.4M 5.5%
611,981
+4,840
6
$41.7M 3.62%
186,151
+1,422
7
$37.2M 3.23%
288,000
+4,188
8
$36.7M 3.18%
125,326
-14,045
9
$36.5M 3.17%
43,205
-301
10
$35.9M 3.12%
227,103
+6,074
11
$31.6M 2.75%
714,561
+7,783
12
$26.9M 2.33%
891,938
+224,467
13
$18.4M 1.6%
139,629
+3,267
14
$10.6M 0.92%
58,093
-3
15
$8.97M 0.78%
26,680
16
$5.79M 0.5%
32,585
+5,245
17
$4.82M 0.42%
24,501
18
$4.51M 0.39%
10
19
$3.44M 0.3%
14,229
20
$3.22M 0.28%
10,770
-30
21
$3.2M 0.28%
22,080
+1,400
22
$3.18M 0.28%
18,613
-200
23
$1.91M 0.17%
13,220
24
$1.81M 0.16%
3,200
25
$1.39M 0.12%
9,894
1
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