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
$2.83B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.6M
3
+$15.6M
4
CRUS icon
Cirrus Logic
CRUS
+$14.2M
5
EXEL icon
Exelixis
EXEL
+$12.3M

Top Sells

1
+$13.8M
2
+$13.5M
3
+$8.35M
4
CNC icon
Centene
CNC
+$8.28M
5
DKS icon
Dick's Sporting Goods
DKS
+$7.52M

Sector Composition

1 Technology 24.25%
2 Consumer Discretionary 12.46%
3 Financials 11.55%
4 Industrials 10.44%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.31M 0.05%
23,271
-318
277
$1.31M 0.05%
2,718
+265
278
$1.31M 0.05%
5,914
+3,307
279
$1.29M 0.05%
+19,804
280
$1.29M 0.05%
119,420
+6,601
281
$1.29M 0.05%
34,176
+8,928
282
$1.27M 0.05%
2,412
-105
283
$1.26M 0.04%
4,450
-33
284
$1.26M 0.04%
10,776
-305
285
$1.25M 0.04%
6,160
-3,454
286
$1.25M 0.04%
17,929
+4,024
287
$1.24M 0.04%
28,519
-455
288
$1.24M 0.04%
5,467
+38
289
$1.24M 0.04%
4,256
-2,787
290
$1.24M 0.04%
41,844
-229
291
$1.23M 0.04%
61,098
-4,307
292
$1.22M 0.04%
15,792
-318
293
$1.21M 0.04%
14,203
-2,860
294
$1.19M 0.04%
65,140
+2,599
295
$1.19M 0.04%
12,142
+1,694
296
$1.19M 0.04%
7,509
-513
297
$1.16M 0.04%
8,675
+810
298
$1.16M 0.04%
+62,947
299
$1.14M 0.04%
8,416
+52
300
$1.14M 0.04%
47,552
-3,980
10 11
12
13 14