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
$492M
AUM Growth
-$3.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$1.8M
3
+$444K
4
OKTA icon
Okta
OKTA
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.26K

Top Sells

1
+$3.82M
2
+$3.01M
3
+$2.21M
4
DCT
Duck Creek Technologies, Inc. Common Stock
DCT
+$1.43M
5
SHOP icon
Shopify
SHOP
+$827K

Sector Composition

1 Technology 35.43%
2 Communication Services 21.87%
3 Consumer Discretionary 17.54%
4 Real Estate 9.81%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$92.2M 18.76%
391,711
-12,768
2
$81.6M 16.6%
722,147
-19,553
3
$58M 11.79%
2,151,167
-30,683
4
$36.4M 7.41%
607,972
-7,705
5
$30.2M 6.14%
350,843
-2,258
6
$25.4M 5.16%
118,261
-1,690
7
$23.4M 4.76%
254,786
-41,612
8
$22.9M 4.65%
40,171
-1,217
9
$22.3M 4.54%
720,351
+14,315
10
$14.8M 3.01%
251,466
+30,549
11
$11.8M 2.39%
206,719
+5,195
12
$11.4M 2.33%
98,849
-4,420
13
$11M 2.25%
931,474
-121,039
14
$6.28M 1.28%
55,548
-390
15
$6.2M 1.26%
26,635
16
$4.63M 0.94%
173,173
+134,853
17
$4.49M 0.91%
32,460
18
$4.07M 0.83%
10
19
$2.96M 0.6%
18,103
-340
20
$2.88M 0.59%
10,770
21
$2.47M 0.5%
23,541
-120
22
$2.4M 0.49%
13,370
+7
23
$2.01M 0.41%
21,000
24
$1.29M 0.26%
9,614
25
$1.27M 0.26%
13,220
1
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