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
$763M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
47
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.83M
3
+$1.7M
4
OKTA icon
Okta
OKTA
+$1.64M
5
OWL icon
Blue Owl Capital
OWL
+$1.63M

Top Sells

1
+$2.12M
2
+$1.29M
3
+$673K
4
AMT icon
American Tower
AMT
+$437K
5
EA icon
Electronic Arts
EA
+$408K

Sector Composition

1 Technology 33.38%
2 Communication Services 25.16%
3 Consumer Discretionary 18.42%
4 Financials 7.3%
5 Real Estate 7.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$176M 23.13%
362,245
-2,644
2
$163M 21.34%
2,089,533
-8,638
3
$107M 13.97%
701,295
-1,724
4
$36.6M 4.8%
586,171
+147
5
$33.3M 4.37%
840,964
+46,281
6
$31.8M 4.18%
39,545
+60
7
$31.8M 4.17%
758,578
+8,653
8
$27M 3.55%
298,741
+18,126
9
$24.8M 3.25%
1,665,770
+109,412
10
$22.8M 2.99%
105,561
-2,025
11
$18.8M 2.47%
306,465
-34,537
12
$13.5M 1.77%
391,949
+46,999
13
$10.2M 1.33%
74,353
-2,980
14
$10M 1.31%
26,635
15
$7.34M 0.96%
50,751
-2,100
16
$6.35M 0.83%
32,969
17
$5.43M 0.71%
10
18
$4.49M 0.59%
+358,193
19
$3.83M 0.5%
10,740
20
$3.06M 0.4%
12,884
21
$2.67M 0.35%
19,130
22
$2.4M 0.31%
15,318
23
$2.06M 0.27%
19,106
-150
24
$1.91M 0.25%
3,200
25
$1.78M 0.23%
12,620
1
2