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
$2.15B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.3M
3
+$6.99M
4
ORLY icon
O'Reilly Automotive
ORLY
+$5.86M
5
STMP
Stamps.com, Inc.
STMP
+$5.64M

Top Sells

1
+$10.8M
2
+$9.53M
3
+$7.94M
4
MA icon
Mastercard
MA
+$5.95M
5
TEX icon
Terex
TEX
+$5.4M

Sector Composition

1 Technology 20.19%
2 Financials 15.91%
3 Consumer Discretionary 13.75%
4 Industrials 13.27%
5 Healthcare 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$489K 0.02%
3,490
427
$486K 0.02%
1,031
-1
428
$482K 0.02%
7,994
429
$479K 0.02%
8,915
+2,030
430
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7,761
+108
431
$472K 0.02%
2,093
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432
$471K 0.02%
3,190
433
$471K 0.02%
17,775
-2,063
434
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4,155
-75
435
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3,077
-5
436
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437
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12,110
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438
$456K 0.02%
19,319
-948
439
$453K 0.02%
20,000
440
$446K 0.02%
6,046
-72,105
441
$444K 0.02%
1,958
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442
$436K 0.02%
3,364
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443
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995
444
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4,954
-1,693
445
$425K 0.02%
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446
$423K 0.02%
1,784
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447
$419K 0.02%
1
448
$418K 0.02%
8,798
-545
449
$411K 0.02%
3,355
-100
450
$408K 0.02%
15,034
-4,873
16 17
18
19 20