BC
Burney Company Portfolio holdings
AUM
$2.95B
This Quarter Return
+4.08%
1 Year Return
+27.49%
3 Year Return
+99.49%
5 Year Return
+205.38%
10 Year Return
+393.02%
AUM
$1.65B
AUM Growth
+$1.65B
(+2.2%)
Cap. Flow
-$17.7M
Cap. Flow
% of AUM
-1.07%
Top 10 Holdings %
Top 10 Hldgs %
16.84%
Holding
467
New
22
Increased
138
Reduced
250
Closed
24
Top Buys
| 1 |
NorthWestern Energy
NWE
|
$5.81M |
| 2 |
Chevron
CVX
|
$5.29M |
| 3 |
Capital One
COF
|
$5.29M |
| 4 |
Quanta Services
PWR
|
$5.27M |
| 5 |
McKesson
MCK
|
$4.8M |
Top Sells
| 1 |
Biogen
BIIB
|
$7.26M |
| 2 |
Amdocs
DOX
|
$6.62M |
| 3 |
AutoZone
AZO
|
$5.01M |
| 4 |
CVS Health
CVS
|
$4.94M |
| 5 |
HP
HPQ
|
$4.25M |
Sector Composition
| 1 | Technology | 18.42% |
| 2 | Industrials | 16.4% |
| 3 | Financials | 14.77% |
| 4 | Consumer Discretionary | 11.84% |
| 5 | Healthcare | 11.68% |
