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
$2.13B
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.45M
3
+$7.21M
4
ICLR icon
Icon
ICLR
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.13M

Top Sells

1
+$7.9M
2
+$5.52M
3
+$5.46M
4
HBI
Hanesbrands
HBI
+$4.81M
5
SNBR icon
Sleep Number
SNBR
+$4.29M

Sector Composition

1 Technology 20.18%
2 Financials 16.2%
3 Consumer Discretionary 14.2%
4 Industrials 12.81%
5 Healthcare 12.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.3M 0.06%
10,394
-2,657
277
$1.29M 0.06%
2,713
-68
278
$1.28M 0.06%
35,773
+2,471
279
$1.26M 0.06%
60,993
+2,264
280
$1.24M 0.06%
16,460
+285
281
$1.23M 0.06%
53,241
-428
282
$1.21M 0.06%
17,585
+330
283
$1.2M 0.06%
20,808
+14,087
284
$1.18M 0.06%
22,875
-2,676
285
$1.17M 0.06%
17,369
-5,891
286
$1.16M 0.05%
7,056
-593
287
$1.16M 0.05%
15,598
-205
288
$1.15M 0.05%
10,630
+252
289
$1.14M 0.05%
12,121
+330
290
$1.12M 0.05%
2,844
-3,033
291
$1.12M 0.05%
21,215
+418
292
$1.09M 0.05%
21,234
-577
293
$1.09M 0.05%
1,377
-1,407
294
$1.09M 0.05%
15,485
+629
295
$1.09M 0.05%
13,116
-1,019
296
$1.08M 0.05%
8,681
+175
297
$1.07M 0.05%
11,996
-165
298
$1.06M 0.05%
11,069
+165
299
$1.06M 0.05%
7,079
-214
300
$1.05M 0.05%
9,331
-10,541
10 11
12
13 14