BC
Burney Company Portfolio holdings
AUM
$3.14B
1-Year Est. Return
27.2%
1 Year Est. Return
+27.2%
AUM
$3.14B
AUM Growth
+$189M
(+6.4%)
Holding
615
Top Buys
| 1 | +$12.4M | |
| 2 | +$10M | |
| 3 | +$9.89M | |
| 4 |
Ralph Lauren
RL
|
+$9.38M |
| 5 |
Allegion
ALLE
|
+$9.3M |
Top Sells
| 1 | +$13.5M | |
| 2 | +$12.7M | |
| 3 | +$10.7M | |
| 4 |
Qualcomm
QCOM
|
+$8.81M |
| 5 |
Amphenol
APH
|
+$7.32M |
Sector Composition
| 1 | Technology | 25.45% |
| 2 | Financials | 12.42% |
| 3 | Consumer Discretionary | 10.6% |
| 4 | Industrials | 9.84% |
| 5 | Healthcare | 8.2% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Qiagen
QGEN
$10.2B
| $1.73M | 0.06% |
+38,699
|
|
||
252
OneMain Financial
OMF
$7.63B
| $1.72M | 0.05% |
30,380
+1,250
|
|
||
|
B
253
Barrick Mining
B
$68.3B
| $1.71M | 0.05% |
52,181
+2,881
|
|
||
254
Intel
INTC
$209B
| $1.7M | 0.05% |
50,699
-2,087
|
|
||
255
W.W. Grainger
GWW
$46.2B
| $1.68M | 0.05% |
1,761
+4
|
|
||
256
Vanguard Growth ETF
VUG
$202B
| $1.67M | 0.05% |
3,472
+19
|
|
||
257
State Street
STT
$33.8B
| $1.66M | 0.05% |
14,319
+73
|
|
||
258
Silgan Holdings
SLGN
$4.15B
| $1.66M | 0.05% |
38,546
-394
|
|
||
259
Lamar Advertising Co
LAMR
$13.4B
| $1.63M | 0.05% |
13,315
+867
|
|
||
260
iShares Core S&P 500 ETF
IVV
$733B
| $1.62M | 0.05% |
2,414
-59
|
|
||
261
Bank of America
BAC
$395B
| $1.58M | 0.05% |
30,634
-755
|
|
||
262
Ball Corp
BALL
$13.1B
| $1.55M | 0.05% |
30,821
-1,352
|
|
||
263
Laureate Education
LAUR
$4.56B
| $1.55M | 0.05% |
49,073
-1,970
|
|
||
264
Camping World
CWH
$709M
| $1.53M | 0.05% |
+97,045
|
|
||
265
Generac Holdings
GNRC
$9.34B
| $1.52M | 0.05% |
9,061
-8,207
|
|
||
266
Prudential Financial
PRU
$38.3B
| $1.51M | 0.05% |
14,588
-4,269
|
|
||
267
Berkshire Hathaway Class A
BRK.A
$1.09T
| $1.51M | 0.05% |
2
|
|
||
268
AT&T
T
$180B
| $1.49M | 0.05% |
52,770
+1,083
|
|
||
269
T-Mobile US
TMUS
$233B
| $1.49M | 0.05% |
6,207
-641
|
|
||
270
Altria Group
MO
$98.1B
| $1.46M | 0.05% |
22,071
+2,159
|
|
||
271
Essential Properties Realty Trust
EPRT
$6.21B
| $1.46M | 0.05% |
48,974
-3,336
|
|
||
272
BP
BP
$95.1B
| $1.45M | 0.05% |
42,126
+225
|
|
||
273
CME Group
CME
$98.9B
| $1.45M | 0.05% |
5,362
-11,142
|
|
||
274
PayPal
PYPL
$57.3B
| $1.43M | 0.05% |
21,334
-3,660
|
|
||
275
FedEx
FDX
$63.8B
| $1.38M | 0.04% |
5,864
-43
|
|