BC

Burney Company Portfolio holdings

AUM $3.21B
1-Year Est. Return 27.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.37%
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
+$8.53M
2
+$7.93M
3
+$7.37M
4
BLMN icon
Bloomin' Brands
BLMN
+$6.98M
5
ARW icon
Arrow Electronics
ARW
+$6.02M

Top Sells

1
+$8.19M
2
+$8.19M
3
+$6.03M
4
WHR icon
Whirlpool
WHR
+$4.83M
5
ABBV icon
AbbVie
ABBV
+$4.78M

Sector Composition

1 Technology 19.1%
2 Industrials 16.95%
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
– –
-600
477
– –
-9,849
478
– –
-2,945
479
– –
-19,168
480
– –
-45,950
481
– –
-58
482
– –
-1,750
483
– –
-52,579
484
– –
-6,505
16 17 18 19
20