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
276
$1.42M 0.07%
+75,388
277
$1.42M 0.07%
6,926
-5,366
278
$1.41M 0.07%
58,729
-8,167
279
$1.41M 0.07%
11,982
-1,558
280
$1.38M 0.06%
14,135
+365
281
$1.38M 0.06%
6,713
282
$1.36M 0.06%
25,551
+1,225
283
$1.35M 0.06%
21,354
+1,822
284
$1.34M 0.06%
53,669
+5,312
285
$1.34M 0.06%
11,622
+390
286
$1.33M 0.06%
4,924
+27
287
$1.33M 0.06%
+63,647
288
$1.32M 0.06%
49,968
-3,470
289
$1.32M 0.06%
16,175
+250
290
$1.3M 0.06%
+2,781
291
$1.28M 0.06%
14,949
+300
292
$1.28M 0.06%
7,324
-1,034
293
$1.24M 0.06%
+37,524
294
$1.22M 0.06%
52,695
-28,825
295
$1.21M 0.06%
11,791
-226
296
$1.21M 0.06%
20,797
+307
297
$1.15M 0.05%
2,625
+732
298
$1.14M 0.05%
13,954
-380
299
$1.14M 0.05%
8,506
-215
300
$1.12M 0.05%
21,811
-380
10 11
12
13 14