BC
Burney Company Portfolio holdings
AUM
$2.95B
This Quarter Return
+20.78%
1 Year Return
+27.49%
3 Year Return
+99.49%
5 Year Return
+205.38%
10 Year Return
+393.02%
AUM
$1.54B
AUM Growth
+$1.54B
(+18%)
Cap. Flow
+$13.1M
Cap. Flow
% of AUM
0.85%
Top 10 Holdings %
Top 10 Hldgs %
18.56%
Holding
503
New
80
Increased
128
Reduced
244
Closed
22
Top Buys
| 1 |
RTX Corp
RTX
|
$11.3M |
| 2 |
Amazon
AMZN
|
$5.78M |
| 3 |
AMN Healthcare
AMN
|
$5.06M |
| 4 |
Match Group
MTCH
|
$4.97M |
| 5 |
Bank of New York Mellon
BK
|
$4.83M |
Top Sells
| 1 |
RTN
Raytheon Company
RTN
|
$11M |
| 2 |
Verizon
VZ
|
$8.61M |
| 3 |
Apple
AAPL
|
$8.23M |
| 4 |
UnitedHealth
UNH
|
$6.73M |
| 5 |
Dover
DOV
|
$6.57M |
Sector Composition
| 1 | Technology | 21.16% |
| 2 | Financials | 14.88% |
| 3 | Industrials | 13.15% |
| 4 | Healthcare | 12.83% |
| 5 | Consumer Discretionary | 10.75% |
