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
$2.15B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.3M
3
+$6.99M
4
ORLY icon
O'Reilly Automotive
ORLY
+$5.86M
5
STMP
Stamps.com, Inc.
STMP
+$5.64M

Top Sells

1
+$10.8M
2
+$9.53M
3
+$7.94M
4
MA icon
Mastercard
MA
+$5.95M
5
TEX icon
Terex
TEX
+$5.4M

Sector Composition

1 Technology 20.19%
2 Financials 15.91%
3 Consumer Discretionary 13.75%
4 Industrials 13.27%
5 Healthcare 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.76M 0.08%
10,345
-1,592
252
$1.75M 0.08%
7,710
+114
253
$1.74M 0.08%
29,046
-2,395
254
$1.65M 0.08%
27,673
-682
255
$1.64M 0.08%
90,379
+70,736
256
$1.63M 0.08%
29,737
+410
257
$1.62M 0.08%
70,641
+8,490
258
$1.59M 0.07%
33,302
+1,482
259
$1.59M 0.07%
21,746
-44
260
$1.58M 0.07%
23,260
-5,465
261
$1.57M 0.07%
23,516
+5,963
262
$1.57M 0.07%
29,435
-129
263
$1.56M 0.07%
13,051
-20,132
264
$1.55M 0.07%
32,932
+318
265
$1.53M 0.07%
18,718
-2,221
266
$1.53M 0.07%
14,180
-100,149
267
$1.52M 0.07%
30,548
-1,566
268
$1.51M 0.07%
4,701
-2,348
269
$1.5M 0.07%
3,398
+44
270
$1.5M 0.07%
6,009
-89
271
$1.49M 0.07%
19,102
+225
272
$1.47M 0.07%
5,136
+45
273
$1.47M 0.07%
7,649
-81
274
$1.46M 0.07%
24,166
+101
275
$1.45M 0.07%
67,550
+5,330
9 10
11
12 13