BARTON INVESTMENT MANAGEMENT Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 51
New Positions 1
Increased Positions 4
Decreased Positions 26
Positions with Activity 30
Sold Out Positions 5
Total Mkt Value (in $ millions) 257

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 3.02%
Consumer/Non-Cyclical 0.68%
Energy 3.55%
Financial 4.38%
Healthcare 2.74%
Services 49.88%
Technology 35.53%
Transportation 0%
Utilities 0.22%

51 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
NETFLIX INC COM 61,653 -5,214 (7.8) 139,172
EXXON MOBIL CORP COM 4,763 -1,116 (18.99) 45,994
AMERICAN TOWER CORP NEW COM 24,920 -1,046 (4.03) 274,234
ATHENAHEALTH INC COM 23,998 -808 (3.26) 196,783
QUALCOMM INC COM 33,130 -668 (1.98) 410,178
DTS INC COM 7,762 -624 (7.44) 396,855
CIGNA CORPORATION COM 452 -539 (54.37) 4,889
ELECTRONIC ARTS INC COM 10,405 -483 (4.44) 292,937
CHEVRON CORP NEW COM -468 Sold Out 0
UNION PAC CORP COM -366 Sold Out 0
HESS CORP COM -297 Sold Out 0
JOHNSON & JOHNSON COM 2,996 -293 (8.91) 28,255
CSX CORP COM -224 Sold Out 0
GENERAL ELECTRIC CO COM -222 Sold Out 0
AMAZON COM INC COM 15,165 -182 (1.19) 45,960
RACKSPACE HOSTING INC COM 6,155 -133 (2.12) 178,190
COMCAST CORP NEW CL A 438 -109 (20) 8,000
EBAY INC COM 11,771 -94 (0.79) 231,120
AIR LEASE CORP CL A 10,814 -91 (0.83) 292,585
INTERNATIONAL BUSINESS MACHS COM 437 -89 (16.92) 2,318