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
$800M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$8.68M
2
+$390K
3
+$348K
4
VRT icon
Vertiv
VRT
+$239K
5
UNH icon
UnitedHealth
UNH
+$221K

Top Sells

1
+$5.51M
2
+$2.08M
3
+$940K
4
SHOP icon
Shopify
SHOP
+$873K
5
AMZN icon
Amazon
AMZN
+$676K

Sector Composition

1 Technology 29.43%
2 Communication Services 29.08%
3 Consumer Discretionary 18.99%
4 Financials 7.68%
5 Real Estate 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$217M 27.17%
306,316
-2,935
2
$152M 18.99%
1,895,137
-10,892
3
$113M 14.08%
604,116
-3,630
4
$38.5M 4.81%
1,000,284
+9,055
5
$35.5M 4.44%
1,834,805
+20,165
6
$34.1M 4.27%
38,451
-175
7
$31.1M 3.88%
685,668
+3,670
8
$22.2M 2.78%
402,836
-99,896
9
$21M 2.63%
282,638
-4,517
10
$20.5M 2.57%
88,309
-1,423
11
$16.4M 2.05%
411,734
+4,540
12
$11.3M 1.42%
145,064
-12,046
13
$11.3M 1.41%
26,195
14
$9.1M 1.14%
63,425
-880
15
$8.68M 1.09%
+168,358
16
$8.45M 1.06%
49,665
+654
17
$7.3M 0.91%
31,344
18
$6.91M 0.86%
10
19
$4.94M 0.62%
10,725
20
$3.44M 0.43%
12,152
-424
21
$3.21M 0.4%
19,330
+200
22
$2.48M 0.31%
15,283
-15
23
$2.03M 0.25%
18,676
-110
24
$1.96M 0.24%
11,700
25
$1.9M 0.24%
9,614
1
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