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
$509M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.2M
2
+$3.99M
3
+$2.6M
4
DCT
Duck Creek Technologies, Inc. Common Stock
DCT
+$1.55M
5
AL icon
Air Lease Corp
AL
+$825K

Top Sells

1
+$23.4M
2
+$4.63M
3
+$1.95M
4
NFLX icon
Netflix
NFLX
+$1.03M
5
AMT icon
American Tower
AMT
+$981K

Sector Composition

1 Technology 35.25%
2 Communication Services 25.19%
3 Consumer Discretionary 13.4%
4 Real Estate 9.87%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$114M 22.51%
388,219
-3,492
2
$74.3M 14.61%
2,141,353
-9,814
3
$60.4M 11.87%
718,592
-3,555
4
$41.1M 8.07%
610,579
+2,607
5
$28.5M 5.6%
741,824
+21,473
6
$26.1M 5.13%
39,862
-309
7
$24.7M 4.85%
346,430
-4,413
8
$24.1M 4.73%
113,631
-4,630
9
$16.7M 3.29%
244,697
+37,978
10
$15.3M 3%
192,941
-58,525
11
$12.8M 2.51%
1,060,349
+128,875
12
$10.1M 1.99%
82,899
-15,950
13
$7.78M 1.53%
376,745
+203,572
14
$6.39M 1.26%
26,635
15
$5.85M 1.15%
53,178
-2,370
16
$4.69M 0.92%
10
17
$4.41M 0.87%
33,904
+1,444
18
$4.31M 0.85%
406,305
+376,305
19
$3.33M 0.65%
10,770
20
$2.87M 0.56%
16,266
-1,837
21
$2.56M 0.5%
13,370
22
$2.2M 0.43%
20,176
-3,365
23
$1.84M 0.36%
20,810
-190
24
$1.55M 0.31%
9,614
25
$1.43M 0.28%
12,999
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