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
$1.67B
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
454
New
Increased
Reduced
Closed

Top Buys

1
+$9.01M
2
+$6.58M
3
+$6.01M
4
SU icon
Suncor Energy
SU
+$5.15M
5
DOX icon
Amdocs
DOX
+$4.28M

Top Sells

1
+$9.32M
2
+$9.22M
3
+$8.15M
4
SCI icon
Service Corp International
SCI
+$4.47M
5
UTHR icon
United Therapeutics
UTHR
+$3.75M

Sector Composition

1 Technology 18.37%
2 Industrials 16.22%
3 Financials 14.68%
4 Consumer Discretionary 11.74%
5 Healthcare 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$298K 0.02%
1,868
-3,290
377
$295K 0.02%
7,780
-50
378
$295K 0.02%
6,406
-1,310
379
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+2,776
380
$294K 0.02%
4,036
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381
$293K 0.02%
8,853
-4,410
382
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5,558
383
$289K 0.02%
10,790
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384
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3,195
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385
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3,028
386
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5,256
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387
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388
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+2,426
389
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-131
390
$274K 0.02%
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391
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392
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393
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19,964
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397
$261K 0.02%
3,815
-7,505
398
$258K 0.02%
4,800
-1,548
399
$254K 0.02%
3,320
-55
400
$254K 0.02%
12,289
-13,057
14 15
16
17 18