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
451
$234K 0.01%
+2,027
452
$231K 0.01%
2,427
-340
453
$230K 0.01%
5,625
454
$226K 0.01%
3,495
-730
455
$225K 0.01%
6,140
456
$225K 0.01%
2,845
-1,056
457
$225K 0.01%
1,838
-9
458
$223K 0.01%
+8,669
459
$220K 0.01%
3,097
460
$220K 0.01%
+2,829
461
$216K 0.01%
+921
462
$215K 0.01%
4,443
-857
463
$215K 0.01%
+3,569
464
$213K 0.01%
18,591
-200
465
$213K 0.01%
+900
466
$212K 0.01%
+11,700
467
$212K 0.01%
+1,981
468
$211K 0.01%
2,527
469
$211K 0.01%
+3,505
470
$211K 0.01%
1,459
-1,114
471
$209K 0.01%
7,277
+19
472
$209K 0.01%
+2,398
473
$209K 0.01%
+4,820
474
$207K 0.01%
+3,915
475
$207K 0.01%
+1,067
17 18
19
20 21