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
$1.61B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$7.66M
3
+$6.99M
4
ALLY icon
Ally Financial
ALLY
+$6.49M
5
BERY
Berry Global Group, Inc.
BERY
+$5.95M

Top Sells

1
+$9.44M
2
+$8.53M
3
+$7.94M
4
ACN icon
Accenture
ACN
+$7M
5
AAPL icon
Apple
AAPL
+$6.76M

Sector Composition

1 Technology 21.45%
2 Financials 14.22%
3 Consumer Discretionary 12.62%
4 Healthcare 12.51%
5 Industrials 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.02M 0.06%
4,699
-200
277
$1.01M 0.06%
11,059
-88
278
$1M 0.06%
5,172
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279
$995K 0.06%
24,868
-108,099
280
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281
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26,142
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282
$980K 0.06%
21,135
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283
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18,695
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284
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285
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22,684
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286
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287
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288
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28,575
-171,649
289
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7,701
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290
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31,153
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291
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292
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293
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294
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295
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296
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297
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8,248
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298
$835K 0.05%
139,686
-42,792
299
$834K 0.05%
13,099
+67
300
$829K 0.05%
10,027
-290
10 11
12
13 14