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
26
$12.2M 0.76%
36,222
-27,911
27
$12.2M 0.75%
204,000
-19,480
28
$12.2M 0.75%
155,835
-4,029
29
$11.8M 0.73%
52,153
-30,971
30
$11.7M 0.72%
122,901
-6,176
31
$11.5M 0.71%
130,438
+11,813
32
$11.4M 0.7%
76,236
-4,538
33
$10.8M 0.67%
181,645
+2,316
34
$10.7M 0.66%
231,651
-117,035
35
$10.4M 0.65%
51,557
-1,812
36
$10.4M 0.65%
70,340
-2,894
37
$10.4M 0.64%
107,063
-5,392
38
$9.69M 0.6%
394,046
-48,126
39
$9.6M 0.59%
31,196
+630
40
$9.42M 0.58%
48,138
-5,053
41
$9.33M 0.58%
191,778
-8,675
42
$9.29M 0.58%
24,228
+4,567
43
$8.92M 0.55%
191,268
-18,321
44
$8.9M 0.55%
64,272
+50,522
45
$8.85M 0.55%
93,951
-199
46
$8.77M 0.54%
70,312
-5,488
47
$8.57M 0.53%
283,920
+6,172
48
$8.51M 0.53%
339,404
+258,949
49
$8.46M 0.52%
117,663
-7,271
50
$8.4M 0.52%
231,674
+15,200
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