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
$1.81B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
474
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$6.04M
3
+$5.76M
4
AAPL icon
Apple
AAPL
+$5.32M
5
FFIV icon
F5
FFIV
+$3.74M

Top Sells

1
+$9.22M
2
+$6.1M
3
+$4.64M
4
AMCX icon
AMC Networks
AMCX
+$3.72M
5
PARA
Paramount Global Class B
PARA
+$3.28M

Sector Composition

1 Technology 19.46%
2 Industrials 15.63%
3 Financials 14.51%
4 Healthcare 11.75%
5 Consumer Discretionary 11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
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4,445
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11 12
13
14 15