BC
Burney Company Portfolio holdings
AUM
$3.14B
1-Year Est. Return
27.2%
1 Year Est. Return
+27.2%
AUM
$2.95B
AUM Growth
+$206M
(+7.5%)
Holding
611
Top Buys
| 1 | +$36.1M | |
| 2 | +$28.9M | |
| 3 | +$24.6M | |
| 4 |
Netflix
NFLX
|
+$12.7M |
| 5 |
Autodesk
ADSK
|
+$11.4M |
Top Sells
| 1 | +$30.1M | |
| 2 | +$27.1M | |
| 3 | +$17.2M | |
| 4 |
Qualcomm
QCOM
|
+$16M |
| 5 |
Cisco
CSCO
|
+$12.9M |
Sector Composition
| 1 | Technology | 23.63% |
| 2 | Financials | 13.03% |
| 3 | Consumer Discretionary | 10.28% |
| 4 | Healthcare | 9.85% |
| 5 | Industrials | 9.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Alphabet (Google) Class C
GOOG
$3.87T
| $2.02M | 0.07% |
11,381
-2,033
|
|
||
227
Boyd Gaming
BYD
$6.45B
| $2.01M | 0.07% |
25,746
-1,345
|
|
||
228
Sysco
SYY
$35.1B
| $2M | 0.07% |
26,353
-763
|
|
||
229
3M
MMM
$91.9B
| $1.93M | 0.07% |
12,691
-505
|
|
||
230
Itron
ITRI
$4.41B
| $1.93M | 0.07% |
14,661
+6,244
|
|
||
231
Pinnacle West Capital
PNW
$10.6B
| $1.9M | 0.06% |
21,291
+1,080
|
|
||
232
Applovin
APP
$224B
| $1.87M | 0.06% |
5,355
+373
|
|
||
233
PayPal
PYPL
$57.3B
| $1.86M | 0.06% |
24,994
-2,194
|
|
||
234
Moog Inc Class A
MOG.A
$7.44B
| $1.85M | 0.06% |
10,241
-261
|
|
||
235
Pfizer
PFE
$145B
| $1.84M | 0.06% |
75,917
-81,073
|
|
||
236
Casey's General Stores
CASY
$20.6B
| $1.83M | 0.06% |
3,588
-220
|
|
||
237
W.W. Grainger
GWW
$46.2B
| $1.83M | 0.06% |
1,757
+11
|
|
||
238
Tanger
SKT
$3.78B
| $1.82M | 0.06% |
59,400
-25,383
|
|
||
239
Pultegroup
PHM
$25.4B
| $1.81M | 0.06% |
17,134
-9,975
|
|
||
240
Tapestry
TPR
$22.9B
| $1.81M | 0.06% |
20,557
+384
|
|
||
241
Ball Corp
BALL
$13.1B
| $1.8M | 0.06% |
32,173
-289
|
|
||
242
Norfolk Southern
NSC
$66B
| $1.8M | 0.06% |
7,017
-248
|
|
||
|
FISV
243
Fiserv Inc
FISV
$36B
| $1.78M | 0.06% |
10,345
-4,017
|
|
||
244
AppFolio
APPF
$8.49B
| $1.78M | 0.06% |
7,709
-899
|
|
||
245
Phillips 66
PSX
$56.3B
| $1.75M | 0.06% |
14,703
-2,661
|
|
||
246
Tesla
TSLA
$1.49T
| $1.75M | 0.06% |
5,509
+127
|
|
||
247
Entergy
ETR
$42.1B
| $1.74M | 0.06% |
20,956
-175
|
|
||
248
Brixmor Property Group
BRX
$7.77B
| $1.74M | 0.06% |
66,745
-1,181
|
|
||
249
Urban Outfitters
URBN
$7.1B
| $1.69M | 0.06% |
23,276
+1,831
|
|
||
250
Alnylam Pharmaceuticals
ALNY
$62.5B
| $1.68M | 0.06% |
5,142
-1,060
|
|