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
$2.13B
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.45M
3
+$7.21M
4
ICLR icon
Icon
ICLR
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.13M

Top Sells

1
+$7.9M
2
+$5.52M
3
+$5.46M
4
HBI
Hanesbrands
HBI
+$4.81M
5
SNBR icon
Sleep Number
SNBR
+$4.29M

Sector Composition

1 Technology 20.18%
2 Financials 16.2%
3 Consumer Discretionary 14.2%
4 Industrials 12.81%
5 Healthcare 12.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.5M 0.77%
67,916
+5,370
27
$16.3M 0.77%
49,732
-103
28
$16.3M 0.76%
286,150
-8,780
29
$16M 0.75%
81,687
+7,541
30
$15.6M 0.73%
182,039
-5,540
31
$15.5M 0.73%
95,961
+677
32
$15.4M 0.72%
195,608
+2,747
33
$15.1M 0.71%
173,599
+1,223
34
$14.9M 0.7%
41,336
-27
35
$13.5M 0.63%
381,161
+4,102
36
$13.3M 0.62%
136,796
-11,241
37
$13M 0.61%
37,697
+1,579
38
$12.9M 0.61%
51,616
+8,093
39
$12.8M 0.6%
240,915
+16,694
40
$12.7M 0.59%
45,327
-2,777
41
$12.5M 0.59%
250,017
-5,315
42
$12.5M 0.59%
224,595
+38,680
43
$12.5M 0.58%
31,303
-399
44
$12.4M 0.58%
31,400
+133
45
$12.2M 0.57%
261,366
+628
46
$12M 0.56%
107,917
-4,004
47
$12M 0.56%
37,473
-6,640
48
$11.8M 0.55%
92,769
-16,772
49
$11.7M 0.55%
161,533
+99,553
50
$11.6M 0.54%
83,025
-184
1
2
3 4 5