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
$1.62B
AUM Growth
-$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$6.23M
3
+$5.58M
4
MPC icon
Marathon Petroleum
MPC
+$4.32M
5
TOL icon
Toll Brothers
TOL
+$3.86M

Top Sells

1
+$9.98M
2
+$6.34M
3
+$5.69M
4
SNI
Scripps Networks Interactive, Inc Common Class A
SNI
+$5.34M
5
AAPL icon
Apple
AAPL
+$5.29M

Sector Composition

1 Industrials 18.8%
2 Technology 18.1%
3 Financials 14.37%
4 Healthcare 11.43%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$271K 0.02%
+7,344
352
$271K 0.02%
3,601
-100
353
$270K 0.02%
3,002
354
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5,958
355
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-125
356
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-908
357
$263K 0.02%
7,850
+225
358
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960
359
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11,853
-161
360
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10,005
-574
361
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362
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1,863
363
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6,109
-184
364
$255K 0.02%
10,167
365
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10,186
366
$247K 0.02%
2,462
367
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+3,881
368
$245K 0.02%
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-126
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370
$242K 0.02%
8,530
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371
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5,293
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372
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1,915
-129
373
$241K 0.01%
+8,040
374
$240K 0.01%
904
-142
375
$239K 0.01%
9,550
13 14
15
16 17