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
$801M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14.2M
3
+$11.7M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
IBM icon
IBM
IBM
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.68%
2 Healthcare 15.25%
3 Technology 13.05%
4 Consumer Discretionary 11.53%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$365K 0.05%
+8,908
302
$364K 0.05%
+18,528
303
$359K 0.04%
+5,459
304
$359K 0.04%
+10,575
305
$351K 0.04%
+5,410
306
$349K 0.04%
+6,632
307
$348K 0.04%
+3,409
308
$347K 0.04%
+4,270
309
$346K 0.04%
+6,558
310
$345K 0.04%
+9,188
311
$345K 0.04%
+9,651
312
$335K 0.04%
+9,627
313
$330K 0.04%
+6,445
314
$329K 0.04%
+5,035
315
$327K 0.04%
+9,206
316
$327K 0.04%
+22,934
317
$327K 0.04%
+5,896
318
$324K 0.04%
+11,906
319
$324K 0.04%
+10,590
320
$324K 0.04%
+23,130
321
$320K 0.04%
+13,793
322
$319K 0.04%
+5,326
323
$318K 0.04%
+4,533
324
$311K 0.04%
+7,929
325
$311K 0.04%
+3,646
11 12
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