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
426
$270K 0.02%
825
-435
427
$270K 0.02%
4,260
-18,783
428
$269K 0.02%
8,800
-11,215
429
$268K 0.02%
4,701
-30
430
$268K 0.02%
7,220
+1,430
431
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2,930
432
$264K 0.02%
3,165
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433
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3,285
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434
$261K 0.02%
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435
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436
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437
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1,650
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438
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439
$251K 0.02%
523
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440
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441
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443
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11,284
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447
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58
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448
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20,000
449
$235K 0.01%
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450
$235K 0.01%
15,946
-1,655
16 17
18
19 20