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
$495M
AUM Growth
-$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$998K
3
+$367K
4
DCT
Duck Creek Technologies, Inc. Common Stock
DCT
+$305K
5
PYPL icon
PayPal
PYPL
+$300K

Top Sells

1
+$2.48M
2
+$1.73M
3
+$1.61M
4
AMZN icon
Amazon
AMZN
+$1.47M
5
BND icon
Vanguard Total Bond Market
BND
+$1.29M

Sector Composition

1 Technology 39.86%
2 Communication Services 17.7%
3 Consumer Discretionary 16.08%
4 Real Estate 11.69%
5 Financials 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.8M 15.92%
741,700
-13,860
2
$70.7M 14.3%
404,479
-14,209
3
$68.2M 13.78%
2,181,850
-51,650
4
$41M 8.29%
615,677
+300
5
$30.7M 6.2%
119,951
-215
6
$27.2M 5.5%
41,388
-527
7
$24.7M 4.98%
353,101
+4,297
8
$23.6M 4.77%
706,036
-7,040
9
$20.9M 4.23%
296,398
-423
10
$18.2M 3.68%
201,524
+11,043
11
$15.6M 3.16%
1,052,513
+20,510
12
$12.6M 2.55%
220,917
-12,145
13
$12.6M 2.54%
103,269
-14,250
14
$7.15M 1.44%
55,938
-970
15
$6.84M 1.38%
26,635
16
$4.44M 0.9%
32,460
17
$4.09M 0.83%
10
18
$3.27M 0.66%
18,443
19
$2.94M 0.59%
10,770
20
$2.69M 0.54%
23,661
-280
21
$2.52M 0.51%
13,363
+348
22
$2.29M 0.46%
21,000
-200
23
$1.47M 0.3%
9,614
24
$1.45M 0.29%
13,220
25
$1.17M 0.24%
3,200
1
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