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
$619M
AUM Growth
-$46.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.52M
3
+$1.91M
4
OKTA icon
Okta
OKTA
+$952K
5
DASH icon
DoorDash
DASH
+$477K

Top Sells

1
+$1.13M
2
+$470K
3
+$406K
4
EA icon
Electronic Arts
EA
+$240K
5
PEP icon
PepsiCo
PEP
+$207K

Sector Composition

1 Technology 31.26%
2 Communication Services 24.54%
3 Consumer Discretionary 19.61%
4 Financials 8.36%
5 Real Estate 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$138M 22.25%
364,889
-1,076
2
$114M 18.49%
2,098,171
+3,658
3
$89.4M 14.43%
703,019
+3,355
4
$32.5M 5.25%
586,024
-20,356
5
$31.6M 5.1%
794,683
+96,007
6
$29.6M 4.77%
749,925
+10,381
7
$28.7M 4.63%
39,485
-34
8
$22.9M 3.69%
280,615
+11,685
9
$20.2M 3.26%
1,556,358
+147,728
10
$19.9M 3.22%
341,002
-2,318
11
$17.7M 2.86%
107,586
-2,860
12
$11M 1.77%
344,950
+110,865
13
$9.31M 1.5%
77,333
-1,995
14
$8.41M 1.36%
26,635
15
$5.87M 0.95%
52,851
-50
16
$5.64M 0.91%
32,969
-760
17
$5.31M 0.86%
10
18
$3.76M 0.61%
10,740
19
$2.74M 0.44%
12,884
-542
20
$2.5M 0.4%
19,130
21
$2.39M 0.39%
15,318
-23
22
$2.02M 0.33%
19,256
23
$1.66M 0.27%
12,620
24
$1.63M 0.26%
3,200
25
$1.53M 0.25%
12,999
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