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
$1.03B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.69M
3
+$5.5M
4
UNF icon
Unifirst Corp
UNF
+$5.44M
5
UTHR icon
United Therapeutics
UTHR
+$4.75M

Top Sells

1
+$3.53M
2
+$3.31M
3
+$3.3M
4
CSCO icon
Cisco
CSCO
+$2.66M
5
LXK
Lexmark Intl Inc
LXK
+$1.9M

Sector Composition

1 Industrials 21.41%
2 Healthcare 14.65%
3 Technology 13.19%
4 Consumer Discretionary 11.87%
5 Financials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$239K 0.02%
8,514
-5,889
377
$238K 0.02%
4,298
+171
378
$238K 0.02%
+22,969
379
$237K 0.02%
8,295
380
$237K 0.02%
5,481
-2,421
381
$237K 0.02%
5,466
-228
382
$234K 0.02%
+2,689
383
$234K 0.02%
+1,845
384
$233K 0.02%
2,970
385
$231K 0.02%
3,900
386
$230K 0.02%
2,844
-56
387
$230K 0.02%
5,126
388
$229K 0.02%
+6,653
389
$228K 0.02%
3,095
-650
390
$226K 0.02%
3,420
-64
391
$225K 0.02%
+5,694
392
$225K 0.02%
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-752
393
$225K 0.02%
14,183
-1,248
394
$224K 0.02%
9,365
+265
395
$221K 0.02%
5,088
-200
396
$218K 0.02%
1,644
-100
397
$217K 0.02%
+3,840
398
$213K 0.02%
+4,539
399
$211K 0.02%
+6,174
400
$211K 0.02%
+8,001
14 15
16
17 18