BIM

Barton Investment Management Portfolio holdings

AUM $982M
1-Year Est. Return 48.15%
This Quarter Est. Return
1 Year Est. Return
+48.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$814M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
49
New
Increased
Reduced
Closed

Top Buys

1
+$4.87M
2
+$1.53M
3
+$1.46M
4
GLBE icon
Global E Online
GLBE
+$1.21M
5
GFL icon
GFL Environmental
GFL
+$158K

Top Sells

1
+$47.6M
2
+$15M
3
+$13.8M
4
BL icon
BlackLine
BL
+$2.43M
5
PYPL icon
PayPal
PYPL
+$640K

Sector Composition

1 Technology 30.86%
2 Communication Services 30.25%
3 Consumer Discretionary 16.83%
4 Financials 7.7%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$233M 28.58%
249,532
-51,073
2
$165M 20.27%
1,728,376
-144,621
3
$98.9M 12.15%
519,897
-78,929
4
$38.2M 4.69%
1,906,794
+76,575
5
$37M 4.54%
1,036,767
+34,080
6
$32.3M 3.97%
668,418
-8,705
7
$30.7M 3.77%
37,628
-590
8
$27.2M 3.34%
258,648
-2,096
9
$20.6M 2.54%
439,253
+103,605
10
$20.2M 2.48%
417,878
+3,280
11
$18.6M 2.28%
85,463
-1,588
12
$10.8M 1.33%
222,989
-50,093
13
$9.68M 1.19%
25,775
-420
14
$8.67M 1.06%
132,814
-9,815
15
$7.98M 0.98%
10
16
$7.8M 0.96%
53,965
-4,295
17
$7.48M 0.92%
48,727
-621
18
$6.48M 0.8%
29,194
19
$5.57M 0.68%
10,450
20
$3.22M 0.4%
11,717
-300
21
$2.99M 0.37%
19,320
-10
22
$2.48M 0.3%
14,943
23
$2.01M 0.25%
9,614
24
$1.69M 0.21%
10,825
-875
25
$1.58M 0.19%
17,170
-1,086
1
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