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
$943M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$9.43M
2
+$252K
3
+$249K
4
GLBE icon
Global E Online
GLBE
+$131K
5
GFL icon
GFL Environmental
GFL
+$128K

Top Sells

1
+$7.88M
2
+$5.09M
3
+$2.35M
4
OKTA icon
Okta
OKTA
+$1.73M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.39M

Sector Composition

1 Technology 30.39%
2 Communication Services 30.07%
3 Consumer Discretionary 19.84%
4 Financials 7.33%
5 Real Estate 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$268M 28.42%
300,605
-5,711
2
$199M 21.12%
1,872,997
-22,140
3
$131M 13.93%
598,826
-5,290
4
$54.7M 5.8%
1,002,687
+2,403
5
$42.6M 4.52%
1,830,219
-4,586
6
$36M 3.82%
38,218
-233
7
$32.6M 3.46%
677,123
-8,545
8
$20.5M 2.18%
260,744
-21,894
9
$18.9M 2.01%
335,648
+167,290
10
$18.5M 1.96%
414,598
+2,864
11
$16.6M 1.76%
273,082
-129,754
12
$16M 1.69%
87,051
-1,258
13
$12.2M 1.29%
142,629
-2,435
14
$11M 1.17%
26,195
15
$8.52M 0.9%
58,260
-5,165
16
$7.58M 0.8%
49,348
-317
17
$7.31M 0.78%
29,194
-2,150
18
$6.81M 0.72%
10
19
$4.74M 0.5%
10,450
-275
20
$3.66M 0.39%
19,330
21
$3.48M 0.37%
12,017
-135
22
$2.23M 0.24%
11,700
23
$2.16M 0.23%
14,943
-340
24
$2.06M 0.22%
18,256
-420
25
$1.71M 0.18%
9,614
1
2 3