BC
Burney Company Portfolio holdings
AUM
$2.95B
1-Year Return
27.49%
This Quarter Return
+4.2%
1 Year Return
+27.49%
3 Year Return
+99.49%
5 Year Return
+205.38%
10 Year Return
+393.02%
AUM
$1.54B
AUM Growth
+$12.7M
(+0.83%)
Cap. Flow
-$26.4M
Cap. Flow
% of AUM
-1.72%
Top 10 Holdings %
Top 10 Hldgs %
16.68%
Holding
420
New
21
Increased
111
Reduced
215
Closed
19
Top Buys
| 1 |
Lam Research
LRCX
|
$13.5M |
| 2 |
Lithia Motors
LAD
|
$8.56M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$8.5M |
| 4 |
Travel + Leisure Co
TNL
|
$7.62M |
| 5 |
American Financial Group
AFG
|
$7.39M |
Top Sells
| 1 |
Toro Company
TTC
|
$17.1M |
| 2 |
Ball Corp
BALL
|
$13.5M |
| 3 |
Global Payments
GPN
|
$12.4M |
| 4 |
Deere & Co
DE
|
$7.85M |
| 5 |
Nasdaq
NDAQ
|
$6.09M |
Sector Composition
| 1 | Industrials | 20.17% |
| 2 | Technology | 16.22% |
| 3 | Financials | 14.02% |
| 4 | Healthcare | 12.36% |
| 5 | Consumer Discretionary | 10.05% |
