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
276
$436K 0.05%
+8,056
277
$428K 0.05%
+7,704
278
$425K 0.05%
+5,739
279
$421K 0.05%
+19,860
280
$421K 0.05%
+31,978
281
$414K 0.05%
+11,150
282
$411K 0.05%
+5,980
283
$409K 0.05%
+11,831
284
$408K 0.05%
+3,751
285
$407K 0.05%
+8,497
286
$405K 0.05%
+3,560
287
$400K 0.05%
+19,752
288
$399K 0.05%
+6,387
289
$398K 0.05%
+5,154
290
$392K 0.05%
+4,719
291
$388K 0.05%
+6,233
292
$385K 0.05%
+7,874
293
$380K 0.05%
+11,557
294
$378K 0.05%
+4,842
295
$373K 0.05%
+4,318
296
$368K 0.05%
+7,584
297
$367K 0.05%
+14,368
298
$367K 0.05%
+8,110
299
$366K 0.05%
+9,804
300
$366K 0.05%
+21,875
10 11
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