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
451
$405K 0.02%
2,775
+25
452
$403K 0.02%
4,455
+244
453
$397K 0.02%
+10,789
454
$397K 0.02%
12,404
-4,287
455
$395K 0.02%
+10,668
456
$388K 0.02%
3,912
-226
457
$385K 0.02%
21,424
+36
458
$375K 0.02%
8,451
+3,025
459
$372K 0.02%
24,255
+925
460
$371K 0.02%
+12,272
461
$368K 0.02%
+4,947
462
$367K 0.02%
2,380
463
$364K 0.02%
13,904
+3,755
464
$357K 0.02%
4,672
-81
465
$357K 0.02%
4,520
-110
466
$356K 0.02%
24,923
-1,367
467
$353K 0.02%
2,330
+100
468
$351K 0.02%
3,560
-457
469
$350K 0.02%
8,087
-921
470
$349K 0.02%
19,584
+1,432
471
$346K 0.02%
3,280
-190
472
$346K 0.02%
7,794
-672
473
$345K 0.02%
3,141
474
$341K 0.02%
5,730
475
$339K 0.02%
2,854
-462
17 18
19
20 21