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
$1.54B
AUM Growth
+$240M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
503
New
Increased
Reduced
Closed

Top Buys

1
+$8.31M
2
+$5.78M
3
+$5.05M
4
MTCH icon
Match Group
MTCH
+$4.97M
5
BK icon
Bank of New York Mellon
BK
+$4.83M

Top Sells

1
+$11M
2
+$8.61M
3
+$8.23M
4
UNH icon
UnitedHealth
UNH
+$6.73M
5
DOV icon
Dover
DOV
+$6.57M

Sector Composition

1 Technology 21.16%
2 Financials 14.88%
3 Industrials 13.15%
4 Healthcare 12.83%
5 Consumer Discretionary 10.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$254K 0.02%
1,552
-5
427
$253K 0.02%
+7,740
428
$249K 0.02%
17,601
+583
429
$242K 0.02%
7,947
-5,422
430
$241K 0.02%
+2,767
431
$241K 0.02%
+4,648
432
$239K 0.02%
+19,050
433
$238K 0.02%
+3,645
434
$237K 0.02%
1,761
-364
435
$235K 0.02%
521
-30
436
$232K 0.02%
+11,101
437
$228K 0.01%
20,000
438
$227K 0.01%
9,887
-29,683
439
$226K 0.01%
+1,847
440
$224K 0.01%
5,625
-1,860
441
$223K 0.01%
+6,140
442
$223K 0.01%
2,930
-8,851
443
$221K 0.01%
3,192
444
$220K 0.01%
+7,458
445
$219K 0.01%
+1,310
446
$219K 0.01%
+3,726
447
$215K 0.01%
+2,250
448
$214K 0.01%
+3,097
449
$213K 0.01%
+7,875
450
$213K 0.01%
4,225
-3,305
16 17
18
19 20