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
$752M
AUM Growth
-$72.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$246K
3
+$138K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$53.4K

Top Sells

1
+$24.9M
2
+$14.7M
3
+$8.98M
4
PYPL icon
PayPal
PYPL
+$4.61M
5
BL icon
BlackLine
BL
+$3.42M

Sector Composition

1 Communication Services 29.84%
2 Technology 27.87%
3 Consumer Discretionary 20.49%
4 Financials 7.24%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$209M 27.76%
309,251
-36,872
2
$126M 16.75%
1,906,029
-135,915
3
$117M 15.62%
607,746
-76,058
4
$36M 4.78%
991,229
+31,375
5
$32.4M 4.31%
681,998
-59,383
6
$32.2M 4.28%
1,814,640
+13,855
7
$29.2M 3.89%
38,626
+182
8
$26.9M 3.58%
287,155
-18,990
9
$24.4M 3.24%
502,732
-70,585
10
$17.4M 2.32%
89,732
-14,495
11
$15.9M 2.11%
407,194
-470
12
$11.7M 1.56%
26,195
13
$9.76M 1.3%
49,011
-1,155
14
$9.12M 1.21%
157,110
-79,464
15
$8.96M 1.19%
64,305
-7,513
16
$6.6M 0.88%
31,344
-1,700
17
$6.12M 0.81%
10
18
$4.36M 0.58%
10,725
-15
19
$3.48M 0.46%
19,130
20
$3.36M 0.45%
12,576
-120
21
$2.24M 0.3%
15,298
-20
22
$2.17M 0.29%
18,786
-50
23
$2.15M 0.29%
11,700
24
$1.78M 0.24%
3,200
25
$1.65M 0.22%
9,614
1
2