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
$2.18B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.8M
3
+$9.25M
4
NVDA icon
NVIDIA
NVDA
+$7.8M
5
MCHP icon
Microchip Technology
MCHP
+$7.45M

Top Sells

1
+$10.7M
2
+$10.6M
3
+$8.92M
4
SNPS icon
Synopsys
SNPS
+$8.18M
5
NFLX icon
Netflix
NFLX
+$7.09M

Sector Composition

1 Technology 21.22%
2 Consumer Discretionary 13.63%
3 Industrials 12.74%
4 Healthcare 12.63%
5 Financials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$389K 0.02%
4,201
-1,021
452
$388K 0.02%
5,313
-1,101
453
$385K 0.02%
3,947
+250
454
$383K 0.02%
8,058
-1,165
455
$378K 0.02%
17,731
-10,297
456
$374K 0.02%
8,810
457
$369K 0.02%
3,125
458
$368K 0.02%
58
459
$367K 0.02%
3,946
-22
460
$366K 0.02%
10,707
-4,678
461
$362K 0.02%
2,106
-1,415
462
$361K 0.02%
5,570
463
$360K 0.02%
3,655
-224
464
$359K 0.02%
6,333
-416
465
$359K 0.02%
2,856
466
$355K 0.02%
32,969
-10,264
467
$351K 0.02%
20,433
468
$349K 0.02%
5,060
+200
469
$348K 0.02%
2,800
470
$343K 0.02%
2,850
471
$341K 0.02%
7,480
+160
472
$336K 0.02%
2,717
-441
473
$332K 0.02%
1,559
474
$331K 0.02%
2,862
-364
475
$329K 0.02%
13,707
17 18
19
20 21