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
401
$258K 0.02%
7,173
-543
402
$258K 0.02%
7,277
-45
403
$256K 0.02%
+3,130
404
$256K 0.02%
9,550
405
$254K 0.02%
6,350
406
$253K 0.02%
+3,678
407
$252K 0.02%
3,375
-22
408
$246K 0.01%
+8,326
409
$246K 0.01%
4,410
410
$246K 0.01%
2,700
411
$245K 0.01%
7,975
-65
412
$245K 0.01%
6,343
-2,405
413
$243K 0.01%
3,713
414
$241K 0.01%
+1,072
415
$239K 0.01%
6,310
-900
416
$238K 0.01%
6,845
-217
417
$236K 0.01%
7,027
-112
418
$231K 0.01%
2,500
419
$229K 0.01%
4,164
-2,980
420
$227K 0.01%
+7,740
421
$226K 0.01%
+3,514
422
$221K 0.01%
5,294
423
$215K 0.01%
2,300
424
$213K 0.01%
17,554
+270
425
$213K 0.01%
8,576
15 16
17
18 19