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
$2.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$14.4M
3
+$14.1M
4
WAB icon
Wabtec
WAB
+$13.2M
5
META icon
Meta Platforms (Facebook)
META
+$9.69M

Top Sells

1
+$13.8M
2
+$11M
3
+$7.55M
4
CRWD icon
CrowdStrike
CRWD
+$6.91M
5
AVGO icon
Broadcom
AVGO
+$6.43M

Sector Composition

1 Technology 22.79%
2 Consumer Discretionary 13.69%
3 Industrials 11.52%
4 Healthcare 11.04%
5 Financials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$440K 0.02%
12,312
-1,682
452
$437K 0.02%
5,018
-1,210
453
$435K 0.02%
10,440
-30
454
$435K 0.02%
10,483
-4,240
455
$428K 0.02%
3,230
456
$427K 0.02%
8,741
-420
457
$426K 0.02%
1,316
-221
458
$423K 0.02%
11,804
459
$422K 0.02%
4,738
-856
460
$413K 0.01%
26,573
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461
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1,213
-2
462
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+3,840
463
$408K 0.01%
2,030
-20
464
$407K 0.01%
2,277
-815
465
$405K 0.01%
11,548
-33,336
466
$405K 0.01%
3,346
467
$404K 0.01%
6,248
-1,154
468
$400K 0.01%
2,244
469
$399K 0.01%
3,643
470
$391K 0.01%
8,115
-1,006
471
$391K 0.01%
3,387
-47
472
$390K 0.01%
1,621
-241
473
$388K 0.01%
10,700
474
$380K 0.01%
1,961
-15
475
$378K 0.01%
3,040
-45
17 18
19
20 21