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
$2.18B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.8M
3
+$9.25M
4
NVDA icon
NVIDIA
NVDA
+$7.8M
5
MCHP icon
Microchip Technology
MCHP
+$7.45M

Top Sells

1
+$10.7M
2
+$10.6M
3
+$8.92M
4
SNPS icon
Synopsys
SNPS
+$8.18M
5
NFLX icon
Netflix
NFLX
+$7.09M

Sector Composition

1 Technology 21.22%
2 Consumer Discretionary 13.63%
3 Industrials 12.74%
4 Healthcare 12.63%
5 Financials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.43M 0.07%
+43,901
277
$1.43M 0.07%
3,206
+656
278
$1.42M 0.07%
28,511
-2,090
279
$1.41M 0.06%
64,198
+8,978
280
$1.39M 0.06%
18,073
+1,390
281
$1.38M 0.06%
3,087
-30
282
$1.38M 0.06%
2,559
+188
283
$1.37M 0.06%
18,450
+472
284
$1.37M 0.06%
2,820
+234
285
$1.35M 0.06%
9,100
-1,201
286
$1.34M 0.06%
31,650
+710
287
$1.34M 0.06%
27,685
-969
288
$1.31M 0.06%
3,260
-46
289
$1.3M 0.06%
40,932
+10,152
290
$1.29M 0.06%
29,506
-412
291
$1.28M 0.06%
11,873
-1,737
292
$1.25M 0.06%
3,286
+167
293
$1.24M 0.06%
24,187
+1,669
294
$1.23M 0.06%
34,554
+2,406
295
$1.21M 0.06%
16,690
+232
296
$1.21M 0.06%
9,538
-12,454
297
$1.2M 0.06%
6,244
-49
298
$1.19M 0.05%
20,704
-3,318
299
$1.17M 0.05%
15,212
+387
300
$1.17M 0.05%
12,763
-282
10 11
12
13 14