BARTON INVESTMENT MANAGEMENT Information

ONE TOWER BRIDGE, WEST CONSHOHOCKEN, Pennsylvania, 19428, (610) 226-4040

Report Date: 09/30/2014

Position Statistics

Total Positions 49
New Positions 1
Increased Positions 17
Decreased Positions 11
Positions with Activity 28
Sold Out Positions 3
Total Mkt Value (in $ millions) 266

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 0%
Consumer/Non-Cyclical 0.6%
Energy 2.46%
Financial 4.2%
Healthcare 2.69%
Services 50.52%
Technology 38.22%
Transportation
Utilities 0.36%

28 Activity Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NETFLIX INC COM 61,764 674 1.10 139,800
ATHENAHEALTH INC COM 29,766 978 3.40 213,056
AMERICAN TOWER CORP NEW COM 25,939 -196 (0.75) 267,549
QUALCOMM INC COM 25,165 115 .46 402,893
AMAZON COM INC COM 18,158 1,447 8.66 51,217
ELECTRONIC ARTS INC COM 17,430 1,314 8.15 317,723
EBAY INC COM 13,240 740 5.92 249,810
AIR LEASE CORP CL A 12,577 1,722 15.86 359,960
RACKSPACE HOSTING INC COM 9,045 -360 (3.83) 201,175
INTERXION HOLDING N.V SHS 8,135 311 3.97 298,095
EQUINIX INC COM PAR $0.001 7,559 1,168 18.27 34,855
PRICE T ROWE GROUP INC COM 4,921 240 5.13 62,508
EXXON MOBIL CORP COM 4,676 612 15.05 53,491
JOHNSON & JOHNSON COM 2,751 -89 (3.14) 27,475
AMERICAN EXPRESS CO COM 2,716 -64 (2.29) 33,656
FIREEYE INC COM 2,412 2,412 New 71,350
ICU MED INC COM 1,511 -276 (15.44) 18,075
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 951 -321 (25.23) 16,000
MERCK & CO INC NEW COM 758 32 4.38 12,574
APPLE INC COM 636 -246 (27.91) 5,425


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