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
$1.61B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$7.66M
3
+$6.99M
4
ALLY icon
Ally Financial
ALLY
+$6.49M
5
BERY
Berry Global Group, Inc.
BERY
+$5.95M

Top Sells

1
+$9.44M
2
+$8.53M
3
+$7.94M
4
ACN icon
Accenture
ACN
+$7M
5
AAPL icon
Apple
AAPL
+$6.76M

Sector Composition

1 Technology 21.45%
2 Financials 14.22%
3 Consumer Discretionary 12.62%
4 Healthcare 12.51%
5 Industrials 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$337K 0.02%
7,173
+6
402
$337K 0.02%
4,494
-18
403
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3,013
404
$335K 0.02%
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405
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406
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407
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408
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1,557
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409
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1
411
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2,915
412
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413
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5,301
-11
414
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15,801
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415
$300K 0.02%
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-2,441
416
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9,742
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417
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8,168
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418
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4,942
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419
$287K 0.02%
6,101
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23,840
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421
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+7,425
422
$277K 0.02%
4,838
423
$276K 0.02%
7,536
-204
424
$271K 0.02%
8,262
-713
425
$271K 0.02%
1,538
-14
15 16
17
18 19