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
$1.71B
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.22M
3
+$5.51M
4
INTC icon
Intel
INTC
+$4.68M
5
HPQ icon
HP
HPQ
+$4.44M

Top Sells

1
+$12.7M
2
+$7.93M
3
+$7.12M
4
DE icon
Deere & Co
DE
+$6.26M
5
TWX
Time Warner Inc
TWX
+$5.42M

Sector Composition

1 Technology 18.31%
2 Industrials 16.78%
3 Financials 13.9%
4 Healthcare 12.45%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$282K 0.02%
1
377
$281K 0.02%
1,946
+80
378
$281K 0.02%
8,765
-17,382
379
$279K 0.02%
+905
380
$276K 0.02%
3,002
381
$276K 0.02%
2,395
382
$273K 0.02%
2,462
383
$273K 0.02%
+5,411
384
$270K 0.02%
+6,111
385
$269K 0.02%
5,958
386
$261K 0.02%
2,203
+288
387
$260K 0.02%
1,275
+50
388
$259K 0.02%
2,180
389
$256K 0.02%
9,550
390
$254K 0.01%
4,384
391
$252K 0.01%
8,629
+1,754
392
$252K 0.01%
+3,023
393
$251K 0.01%
910
-90
394
$248K 0.01%
4,075
+200
395
$247K 0.01%
906
+2
396
$246K 0.01%
+6,487
397
$246K 0.01%
8,040
398
$246K 0.01%
2,215
399
$245K 0.01%
+600
400
$243K 0.01%
5,915
-194
14 15
16
17 18