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
$1.68B
AUM Growth
-$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
484
New
Increased
Reduced
Closed

Top Buys

1
+$9.45M
2
+$7.97M
3
+$7.84M
4
BLMN icon
Bloomin' Brands
BLMN
+$7.07M
5
ARW icon
Arrow Electronics
ARW
+$5.78M

Top Sells

1
+$8.42M
2
+$8.36M
3
+$6.54M
4
ABBV icon
AbbVie
ABBV
+$4.77M
5
UNH icon
UnitedHealth
UNH
+$4.67M

Sector Composition

1 Technology 19.12%
2 Industrials 16.94%
3 Financials 14.49%
4 Healthcare 12.07%
5 Consumer Discretionary 11.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-2,945
477
– –
-19,168
478
– –
-45,950
479
– –
-1,750
480
– –
-52,579
481
– –
-6,505
482
– –
-27,637
483
– –
-58
484
– –
-7,895
16 17 18 19
20