BC

Burney Company Portfolio holdings

AUM $3.14B
1-Year Est. Return 27.2%
This Quarter Est. Return
1 Year Est. Return
+27.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.61B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$7.66M
3
+$6.99M
4
ALLY icon
Ally Financial
ALLY
+$6.49M
5
BERY
Berry Global Group, Inc.
BERY
+$5.95M

Top Sells

1
+$9.44M
2
+$8.53M
3
+$7.94M
4
ACN icon
Accenture
ACN
+$7M
5
AAPL icon
Apple
AAPL
+$6.76M

Sector Composition

1 Technology 21.45%
2 Financials 14.22%
3 Consumer Discretionary 12.62%
4 Healthcare 12.51%
5 Industrials 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.7M 0.11%
6,122
-7
227
$1.69M 0.1%
28,916
-649
228
$1.68M 0.1%
113,114
+28,265
229
$1.67M 0.1%
23,212
-3,348
230
$1.63M 0.1%
147,066
-24,730
231
$1.63M 0.1%
8,620
-180
232
$1.62M 0.1%
55,226
-29,252
233
$1.6M 0.1%
13,117
+10,742
234
$1.57M 0.1%
22,370
235
$1.55M 0.1%
+32,257
236
$1.53M 0.1%
10,709
+208
237
$1.47M 0.09%
24,374
-14,081
238
$1.4M 0.09%
23,572
-912
239
$1.38M 0.09%
3,336
-158
240
$1.38M 0.09%
25,432
+547
241
$1.36M 0.08%
22,071
+4,462
242
$1.33M 0.08%
14,600
-2,417
243
$1.33M 0.08%
151,172
-58,604
244
$1.33M 0.08%
83,622
-2,500
245
$1.32M 0.08%
82,507
-32,410
246
$1.29M 0.08%
18,329
-5,703
247
$1.27M 0.08%
32,854
-1,940
248
$1.26M 0.08%
9,178
-4,146
249
$1.26M 0.08%
16,320
+401
250
$1.26M 0.08%
72,065
-25,419
8 9
10
11 12