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
$1.68B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$7.97M
3
+$7.84M
4
BLMN icon
Bloomin' Brands
BLMN
+$7.07M
5
ARW icon
Arrow Electronics
ARW
+$5.78M

Top Sells

1
+$8.42M
2
+$8.36M
3
+$6.54M
4
ABBV icon
AbbVie
ABBV
+$4.77M
5
UNH icon
UnitedHealth
UNH
+$4.67M

Sector Composition

1 Technology 19.12%
2 Industrials 16.94%
3 Financials 14.49%
4 Healthcare 12.07%
5 Consumer Discretionary 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$244K 0.01%
8,015
-750
402
$244K 0.01%
+1,447
403
$242K 0.01%
4,815
-596
404
$241K 0.01%
2,797
-1,000
405
$239K 0.01%
5,650
406
$239K 0.01%
2,719
-506
407
$237K 0.01%
5,516
-399
408
$236K 0.01%
3,343
-258
409
$235K 0.01%
4,053
-9,525
410
$233K 0.01%
1,492
-5,885
411
$230K 0.01%
4,515
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412
$230K 0.01%
+10,856
413
$230K 0.01%
+3,565
414
$229K 0.01%
3,731
-425
415
$228K 0.01%
+5,264
416
$228K 0.01%
1,992
-223
417
$226K 0.01%
2,568
-455
418
$225K 0.01%
2,850
-14,869
419
$224K 0.01%
8,294
-624
420
$222K 0.01%
3,377
421
$222K 0.01%
9,550
422
$219K 0.01%
1,215
-97
423
$217K 0.01%
4,584
-225
424
$217K 0.01%
8,768
425
$216K 0.01%
+10,125
15 16
17
18 19