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
$1.03B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.69M
3
+$5.5M
4
UNF icon
Unifirst Corp
UNF
+$5.44M
5
UTHR icon
United Therapeutics
UTHR
+$4.75M

Top Sells

1
+$3.53M
2
+$3.31M
3
+$3.3M
4
CSCO icon
Cisco
CSCO
+$2.66M
5
LXK
Lexmark Intl Inc
LXK
+$1.9M

Sector Composition

1 Industrials 21.41%
2 Healthcare 14.65%
3 Technology 13.19%
4 Consumer Discretionary 11.87%
5 Financials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.85M 0.96%
186,404
+1,643
27
$9.79M 0.95%
170,738
+7,825
28
$9.78M 0.95%
20,453
+241
29
$9.68M 0.94%
140,107
-3,192
30
$9.65M 0.94%
134,582
-46,193
31
$9.26M 0.9%
240,241
+68,555
32
$9.12M 0.89%
117,753
-2,604
33
$8.94M 0.87%
63,398
-5,203
34
$8.56M 0.83%
94,352
-1,068
35
$8.56M 0.83%
132,226
+23,958
36
$8.37M 0.82%
115,083
+78,252
37
$8.31M 0.81%
117,406
+24,291
38
$8.23M 0.8%
279,952
+5,448
39
$8.08M 0.79%
88,211
+681
40
$8M 0.78%
84,573
+45,730
41
$7.82M 0.76%
85,663
-9,833
42
$7.82M 0.76%
146,381
-31,677
43
$7.57M 0.74%
291,248
+35,726
44
$7.41M 0.72%
89,323
-5,515
45
$7.26M 0.71%
194,041
-23,057
46
$7.19M 0.7%
136,105
+2,589
47
$7.08M 0.69%
294,904
+228,976
48
$7M 0.68%
54,441
+2,185
49
$6.92M 0.67%
85,903
-2,492
50
$6.71M 0.65%
31,964
+5,048
1
2
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