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
26
$15.2M 0.7%
138,740
+593
27
$14.8M 0.68%
151,236
-3,194
28
$14.8M 0.68%
48,624
-920
29
$14.6M 0.67%
122,661
-3,140
30
$14.6M 0.67%
426,864
-88,592
31
$14.5M 0.66%
357,964
+74,860
32
$14.1M 0.65%
17,432
-115
33
$13.9M 0.64%
205,404
+50,677
34
$13.5M 0.62%
557,832
+93,194
35
$13.5M 0.62%
265,090
-60,770
36
$13.3M 0.61%
172,622
-2,508
37
$13.1M 0.6%
32,209
+10,554
38
$12.9M 0.59%
65,699
-1,960
39
$12.6M 0.58%
30,957
-330
40
$12.6M 0.58%
40,457
-768
41
$12.4M 0.57%
52,237
+1,430
42
$12.1M 0.56%
91,721
+3,403
43
$12.1M 0.56%
79,812
-57
44
$11.8M 0.54%
241,920
+8,154
45
$11.7M 0.54%
51,890
-282
46
$11.6M 0.53%
71,942
+24,681
47
$11.6M 0.53%
108,321
-26,010
48
$11.6M 0.53%
25,178
+374
49
$11.6M 0.53%
59,299
+2,555
50
$11.4M 0.52%
163,992
-25,930
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2
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