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
$789M
AUM Growth
-$362M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$878K
3
+$680K
4
OKTA icon
Okta
OKTA
+$654K
5
COUP
Coupa Software Incorporated
COUP
+$606K

Top Sells

1
+$2.8M
2
+$2.58M
3
+$1.61M
4
AMT icon
American Tower
AMT
+$1.3M
5
SHOP icon
Shopify
SHOP
+$1.06M

Sector Composition

1 Technology 41.31%
2 Communication Services 22.46%
3 Consumer Discretionary 15.69%
4 Real Estate 7.76%
5 Financials 6.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$157M 19.87%
418,688
-6,888
2
$151M 19.12%
2,233,500
-15,630
3
$123M 15.6%
755,560
-9,880
4
$45.1M 5.71%
615,377
+3,396
5
$40.3M 5.11%
348,804
+904
6
$31.8M 4.03%
713,076
-1,485
7
$31.1M 3.94%
41,915
-1,290
8
$30.2M 3.82%
120,166
-5,160
9
$29.5M 3.74%
296,821
+8,821
10
$28.8M 3.64%
190,481
+4,330
11
$23.7M 3%
233,062
+5,959
12
$22.8M 2.89%
1,032,003
+140,065
13
$14.9M 1.88%
117,519
-22,110
14
$8.7M 1.1%
56,908
-1,185
15
$8.21M 1.04%
26,635
-45
16
$5.67M 0.72%
32,460
-125
17
$5.29M 0.67%
10
18
$3.8M 0.48%
10,770
19
$3.62M 0.46%
23,941
-560
20
$3.27M 0.41%
18,443
-170
21
$2.96M 0.38%
13,015
-1,214
22
$2.95M 0.37%
21,200
-880
23
$1.85M 0.23%
13,220
24
$1.56M 0.2%
9,614
25
$1.46M 0.18%
3,200
1
2