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
$568M
AUM Growth
+$59.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$8.42M
2
+$7.86M
3
+$4.07M
4
OKTA icon
Okta
OKTA
+$425K
5
BILL icon
BILL Holdings
BILL
+$166K

Top Sells

1
+$15.3M
2
+$12.8M
3
+$6.1M
4
SHOP icon
Shopify
SHOP
+$1.76M
5
AMZN icon
Amazon
AMZN
+$1.36M

Sector Composition

1 Technology 32.65%
2 Communication Services 24.96%
3 Consumer Discretionary 16.33%
4 Real Estate 9.04%
5 Financials 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$128M 22.52%
370,563
-17,656
2
$101M 17.75%
2,104,694
-36,659
3
$72.9M 12.82%
705,428
-13,164
4
$40.4M 7.11%
602,196
-8,383
5
$28.8M 5.07%
732,597
-9,227
6
$28.5M 5.01%
39,505
-357
7
$26.1M 4.59%
343,430
-3,000
8
$22.9M 4.03%
112,043
-1,588
9
$21.5M 3.79%
249,625
+4,928
10
$20M 3.52%
620,468
+243,723
11
$12.9M 2.27%
1,166,390
+760,085
12
$9.91M 1.74%
82,299
-600
13
$7.68M 1.35%
26,635
14
$6.78M 1.19%
53,178
15
$5.54M 0.98%
33,619
-285
16
$4.66M 0.82%
10
17
$4.07M 0.72%
+118,295
18
$3.32M 0.58%
10,740
-30
19
$2.77M 0.49%
13,586
+216
20
$2.38M 0.42%
15,341
-925
21
$2.17M 0.38%
19,256
-920
22
$1.98M 0.35%
19,130
-1,680
23
$1.53M 0.27%
9,614
24
$1.43M 0.25%
12,999
25
$1.32M 0.23%
12,720
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