BC
Burney Company Portfolio holdings
AUM
$2.95B
1-Year Return
27.49%
This Quarter Return
+2.39%
1 Year Return
+27.49%
3 Year Return
+99.49%
5 Year Return
+205.38%
10 Year Return
+393.02%
AUM
$801M
AUM Growth
–
Cap. Flow
+$801M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
14.46%
Holding
397
New
397
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$16.7M |
| 2 |
TJX Companies
TJX
|
$14.2M |
| 3 |
Oracle
ORCL
|
$11.7M |
| 4 |
UnitedHealth
UNH
|
$11.5M |
| 5 |
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% |
