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
301
$1.14M 0.04%
9,668
-826
302
$1.11M 0.04%
12,961
-309
303
$1.09M 0.04%
102,993
-314,277
304
$1.08M 0.04%
18,425
-3,416
305
$1.08M 0.04%
12,254
+1,164
306
$1.08M 0.04%
21,449
+4,192
307
$1.07M 0.04%
12,231
+86
308
$1.06M 0.04%
3,717
+57
309
$1.06M 0.04%
2,442
-634
310
$1.05M 0.04%
12,785
-225
311
$1.05M 0.04%
33,262
-584
312
$1.04M 0.04%
15,891
+872
313
$1.03M 0.04%
5,131
-110
314
$1.01M 0.04%
8,856
-1,548
315
$997K 0.04%
13,173
+40
316
$988K 0.03%
34,476
-38,157
317
$982K 0.03%
3,389
-17
318
$969K 0.03%
1,390
-188
319
$965K 0.03%
20,210
-1,081
320
$955K 0.03%
8,795
+4,955
321
$945K 0.03%
5,391
+106
322
$941K 0.03%
12,241
323
$928K 0.03%
1,864
+474
324
$918K 0.03%
9,914
+60
325
$910K 0.03%
10,192
+1,350
11 12
13
14 15