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
$1.42B
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$8.28M
2
+$6.65M
3
+$5.6M
4
FCFS icon
FirstCash
FCFS
+$4.66M
5
PEG icon
Public Service Enterprise Group
PEG
+$4.61M

Top Sells

1
+$11.4M
2
+$10.2M
3
+$7.56M
4
GPN icon
Global Payments
GPN
+$6.73M
5
STJ
St Jude Medical
STJ
+$5.5M

Sector Composition

1 Industrials 20.78%
2 Technology 13.9%
3 Healthcare 13.34%
4 Financials 12.41%
5 Consumer Discretionary 11.32%
Name Market Value Portfolio Weight Shares or Principal Change
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