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
$666M
AUM Growth
+$97.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$3.2M
3
+$2.82M
4
OKTA icon
Okta
OKTA
+$1.34M
5
AL icon
Air Lease Corp
AL
+$291K

Top Sells

1
+$2.03M
2
+$751K
3
+$658K
4
EA icon
Electronic Arts
EA
+$385K
5
AMT icon
American Tower
AMT
+$310K

Sector Composition

1 Technology 31.89%
2 Communication Services 26.45%
3 Consumer Discretionary 17.99%
4 Real Estate 7.87%
5 Financials 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$161M 24.21%
365,965
-4,598
2
$135M 20.32%
2,094,513
-10,181
3
$91.2M 13.7%
699,664
-5,764
4
$32.6M 4.9%
606,380
+4,184
5
$31M 4.65%
39,519
+14
6
$30.9M 4.65%
739,544
+6,947
7
$28.6M 4.3%
698,676
+78,208
8
$22.9M 3.44%
343,320
-110
9
$21.4M 3.22%
110,446
-1,597
10
$18.7M 2.8%
268,930
+19,305
11
$16.4M 2.46%
1,408,630
+242,240
12
$10.3M 1.55%
79,328
-2,971
13
$9.08M 1.36%
234,085
+115,790
14
$9.07M 1.36%
26,635
15
$6.54M 0.98%
33,729
+110
16
$6.3M 0.95%
52,901
-277
17
$5.18M 0.78%
10
18
$3.66M 0.55%
10,740
19
$2.96M 0.44%
13,426
-160
20
$2.54M 0.38%
15,341
21
$2.29M 0.34%
19,130
22
$2.16M 0.32%
19,256
23
$1.56M 0.24%
3,200
24
$1.53M 0.23%
12,620
-100
25
$1.39M 0.21%
12,999
1
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