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
$1.65B
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.29M
3
+$5.29M
4
PWR icon
Quanta Services
PWR
+$5.27M
5
MCK icon
McKesson
MCK
+$4.8M

Top Sells

1
+$7.26M
2
+$6.62M
3
+$5.01M
4
CVS icon
CVS Health
CVS
+$4.94M
5
HPQ icon
HP
HPQ
+$4.25M

Sector Composition

1 Technology 18.42%
2 Industrials 16.38%
3 Financials 14.77%
4 Consumer Discretionary 11.84%
5 Healthcare 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$320K 0.02%
5,420
-675
377
$320K 0.02%
5,942
+219
378
$318K 0.02%
1
379
$317K 0.02%
3,112
-36
380
$317K 0.02%
1,932
-60
381
$316K 0.02%
4,240
382
$311K 0.02%
5,580
-2,125
383
$308K 0.02%
4,095
+205
384
$299K 0.02%
6,348
-255
385
$298K 0.02%
21,161
+243
386
$290K 0.02%
3,028
-80
387
$290K 0.02%
14,813
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388
$288K 0.02%
1,693
-45
389
$287K 0.02%
2,767
-40
390
$283K 0.02%
5,558
391
$283K 0.02%
1,690
-435
392
$282K 0.02%
+4,974
393
$279K 0.02%
1,782
-185
394
$278K 0.02%
4,359
+1,067
395
$273K 0.02%
5,450
-964
396
$270K 0.02%
6,734
+956
397
$268K 0.02%
1,847
398
$266K 0.02%
13,636
399
$265K 0.02%
2,462
400
$264K 0.02%
7,857
-4,883
14 15
16
17 18