BIM

Barton Investment Management Portfolio holdings

AUM $797M
1-Year Est. Return 11.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$982M
AUM Growth
+$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$1.54M
3
+$427K
4
OWL icon
Blue Owl Capital
OWL
+$256K
5
BILL icon
BILL Holdings
BILL
+$50.9K

Top Sells

1
+$7.28M
2
+$4.55M
3
+$4M
4
EQIX icon
Equinix
EQIX
+$1.41M
5
AMZN icon
Amazon
AMZN
+$851K

Sector Composition

1 Technology 35.84%
2 Communication Services 31.49%
3 Consumer Discretionary 15.54%
4 Financials 5.72%
5 Industrials 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$291M 29.59%
2,423,110
-32,770
2
$250M 25.5%
1,684,789
-33,577
3
$113M 11.46%
512,687
-3,758
4
$38.3M 3.91%
1,072,342
-7,035
5
$32.5M 3.31%
1,920,184
+13,440
6
$30.1M 3.07%
473,217
-121,806
7
$28.1M 2.86%
35,853
-1,809
8
$25.1M 2.56%
556,878
-7,305
9
$23M 2.34%
250,525
-1,537
10
$19.8M 2.01%
417,298
-2,380
11
$15.6M 1.59%
81,078
-1,555
12
$13.4M 1.36%
25,775
13
$10.9M 1.11%
+394,989
14
$10.1M 1.03%
50,065
-115
15
$8.59M 0.88%
161,852
-12,160
16
$8.32M 0.85%
124,125
-7,139
17
$7.87M 0.8%
47,279
-110
18
$7.54M 0.77%
10
19
$7.21M 0.73%
28,329
-455
20
$5.25M 0.54%
10,450
21
$4.7M 0.48%
19,320
22
$3.53M 0.36%
10,752
-300
23
$2.77M 0.28%
14,943
24
$2.59M 0.26%
10,635
25
$2.23M 0.23%
9,614
1
2 3