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
376
$238K 0.01%
6,270
-435
377
$237K 0.01%
2,850
-14,677
378
$233K 0.01%
4,384
379
$233K 0.01%
+2,215
380
$230K 0.01%
6,875
-1,754
381
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2,690
382
$227K 0.01%
3,397
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383
$222K 0.01%
714
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384
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-338
385
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+19,524
386
$219K 0.01%
3,875
387
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388
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389
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390
$216K 0.01%
7,310
-6,750
391
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4,085
392
$213K 0.01%
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393
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394
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395
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396
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+1,225
397
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3,446
-160
398
$206K 0.01%
+2,395
399
$205K 0.01%
1,293
-164
400
$204K 0.01%
4,160
14 15
16
17 18