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
$1.67B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$6.58M
3
+$6.01M
4
SU icon
Suncor Energy
SU
+$5.15M
5
DOX icon
Amdocs
DOX
+$4.28M

Top Sells

1
+$9.32M
2
+$9.22M
3
+$8.15M
4
SCI icon
Service Corp International
SCI
+$4.47M
5
UTHR icon
United Therapeutics
UTHR
+$3.75M

Sector Composition

1 Technology 18.37%
2 Industrials 16.22%
3 Financials 14.68%
4 Consumer Discretionary 11.74%
5 Healthcare 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$372K 0.02%
6,571
-5,220
352
$369K 0.02%
27,123
-3,128
353
$361K 0.02%
1,630
354
$355K 0.02%
7,365
-522
355
$349K 0.02%
1,619
+27
356
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23,200
357
$346K 0.02%
3,341
358
$344K 0.02%
11,085
-8,198
359
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2,951
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360
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8,150
+2,856
361
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4,274
362
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363
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4,320
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364
$331K 0.02%
7,091
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365
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13,282
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366
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1,956
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36,489
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369
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10,918
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370
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2,574
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371
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5,075
-2,557
372
$312K 0.02%
1
373
$309K 0.02%
5,347
-73
374
$304K 0.02%
5,501
-441
375
$300K 0.02%
13,636
13 14
15
16 17