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
$801M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14.2M
3
+$11.7M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
IBM icon
IBM
IBM
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.68%
2 Healthcare 15.25%
3 Technology 13.05%
4 Consumer Discretionary 11.53%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$521K 0.07%
+8,023
252
$519K 0.06%
+6,665
253
$511K 0.06%
+18,626
254
$504K 0.06%
+65,347
255
$503K 0.06%
+10,371
256
$502K 0.06%
+5,947
257
$494K 0.06%
+16,485
258
$491K 0.06%
+10,716
259
$491K 0.06%
+6,849
260
$487K 0.06%
+8,578
261
$487K 0.06%
+12,398
262
$475K 0.06%
+10,352
263
$473K 0.06%
+3,974
264
$472K 0.06%
+10,887
265
$471K 0.06%
+5,483
266
$467K 0.06%
+6,916
267
$457K 0.06%
+4,788
268
$456K 0.06%
+12,902
269
$456K 0.06%
+5,008
270
$453K 0.06%
+10,584
271
$446K 0.06%
+8,462
272
$442K 0.06%
+6,820
273
$441K 0.06%
+5,133
274
$439K 0.05%
+14,234
275
$436K 0.05%
+5,759
9 10
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