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
351
$257K 0.03%
+6,670
352
$255K 0.03%
+5,634
353
$255K 0.03%
+4,191
354
$248K 0.03%
+6,501
355
$246K 0.03%
+17,803
356
$242K 0.03%
+5,558
357
$241K 0.03%
+6,660
358
$239K 0.03%
+2,820
359
$237K 0.03%
+6,830
360
$234K 0.03%
+18,158
361
$234K 0.03%
+4,033
362
$232K 0.03%
+3,081
363
$232K 0.03%
+15,828
364
$231K 0.03%
+7,849
365
$230K 0.03%
+4,115
366
$229K 0.03%
+5,114
367
$229K 0.03%
+4,699
368
$227K 0.03%
+3,190
369
$222K 0.03%
+9,300
370
$217K 0.03%
+8,978
371
$213K 0.03%
+6,800
372
$213K 0.03%
+8,368
373
$212K 0.03%
+1,894
374
$211K 0.03%
+6,128
375
$209K 0.03%
+4,050
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