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
$1.65B
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.29M
3
+$5.29M
4
PWR icon
Quanta Services
PWR
+$5.27M
5
MCK icon
McKesson
MCK
+$4.8M

Top Sells

1
+$7.26M
2
+$6.62M
3
+$5.01M
4
CVS icon
CVS Health
CVS
+$4.94M
5
HPQ icon
HP
HPQ
+$4.25M

Sector Composition

1 Technology 18.42%
2 Industrials 16.38%
3 Financials 14.77%
4 Consumer Discretionary 11.84%
5 Healthcare 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$392K 0.02%
30,251
352
$392K 0.02%
5,075
+988
353
$391K 0.02%
8,625
-1,000
354
$391K 0.02%
9,644
-141
355
$390K 0.02%
9,436
+3,070
356
$386K 0.02%
2,570
+6
357
$382K 0.02%
3,341
+262
358
$377K 0.02%
14,142
-2,952
359
$376K 0.02%
+23,200
360
$373K 0.02%
3,018
-1,956
361
$373K 0.02%
12,400
362
$371K 0.02%
43,393
-2,227
363
$367K 0.02%
4,159
-210
364
$366K 0.02%
3,005
365
$361K 0.02%
6,670
366
$357K 0.02%
+31,062
367
$356K 0.02%
+9,638
368
$354K 0.02%
13,349
+1,978
369
$346K 0.02%
7,241
370
$339K 0.02%
7,716
+35
371
$338K 0.02%
7,887
+239
372
$336K 0.02%
1,592
-71
373
$335K 0.02%
7,830
-53
374
$334K 0.02%
+1,630
375
$331K 0.02%
4,274
-110
13 14
15
16 17