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
326
$305K 0.04%
+3,742
327
$301K 0.04%
+6,971
328
$300K 0.04%
+7,240
329
$299K 0.04%
+10,386
330
$299K 0.04%
+6,751
331
$297K 0.04%
+5,791
332
$296K 0.04%
+6,473
333
$295K 0.04%
+6,584
334
$294K 0.04%
+7,374
335
$292K 0.04%
+10,246
336
$292K 0.04%
+6,605
337
$282K 0.04%
+7,083
338
$279K 0.03%
+18,922
339
$276K 0.03%
+5,490
340
$275K 0.03%
+4,730
341
$275K 0.03%
+4,579
342
$271K 0.03%
+6,009
343
$271K 0.03%
+4,175
344
$268K 0.03%
+2,832
345
$268K 0.03%
+3,226
346
$267K 0.03%
+2,378
347
$264K 0.03%
+16,634
348
$262K 0.03%
+7,454
349
$261K 0.03%
+4,995
350
$260K 0.03%
+3,002
12 13
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15 16