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
$2.83B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.6M
3
+$15.6M
4
CRUS icon
Cirrus Logic
CRUS
+$14.2M
5
EXEL icon
Exelixis
EXEL
+$12.3M

Top Sells

1
+$13.8M
2
+$13.5M
3
+$8.35M
4
CNC icon
Centene
CNC
+$8.28M
5
DKS icon
Dick's Sporting Goods
DKS
+$7.52M

Sector Composition

1 Technology 24.25%
2 Consumer Discretionary 12.46%
3 Financials 11.55%
4 Industrials 10.44%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.55M 0.05%
13,826
-133
252
$1.54M 0.05%
22,542
+120
253
$1.54M 0.05%
12,638
-340
254
$1.54M 0.05%
29,456
+2,927
255
$1.53M 0.05%
11,666
+740
256
$1.53M 0.05%
3,432
-1,822
257
$1.53M 0.05%
3,717
-183
258
$1.51M 0.05%
32,748
-1,795
259
$1.49M 0.05%
17,511
-83
260
$1.46M 0.05%
38,935
-492
261
$1.45M 0.05%
3,094
-48
262
$1.45M 0.05%
13,520
+2,399
263
$1.44M 0.05%
6,367
-1,464
264
$1.43M 0.05%
12,821
-2,381
265
$1.41M 0.05%
27,749
-2,118
266
$1.41M 0.05%
16,602
+2,523
267
$1.41M 0.05%
10,697
-41,376
268
$1.4M 0.05%
25,810
-1,439
269
$1.37M 0.05%
7,358
+2
270
$1.37M 0.05%
23,700
-2,730
271
$1.35M 0.05%
44,885
-415
272
$1.35M 0.05%
2,593
-196
273
$1.35M 0.05%
6,891
+523
274
$1.32M 0.05%
67,618
+2,058
275
$1.32M 0.05%
7,463
+180
9 10
11
12 13