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
$2.15B
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.3M
3
+$6.99M
4
ORLY icon
O'Reilly Automotive
ORLY
+$5.86M
5
STMP
Stamps.com, Inc.
STMP
+$5.64M

Top Sells

1
+$10.8M
2
+$9.53M
3
+$7.94M
4
MA icon
Mastercard
MA
+$5.95M
5
TEX icon
Terex
TEX
+$5.4M

Sector Composition

1 Technology 20.19%
2 Financials 15.91%
3 Consumer Discretionary 13.75%
4 Industrials 13.27%
5 Healthcare 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$339K 0.02%
1,086
-188
477
$338K 0.02%
6,348
-371
478
$337K 0.02%
3,813
479
$337K 0.02%
2,965
-5
480
$334K 0.02%
3,650
-17
481
$333K 0.02%
13,010
-350
482
$328K 0.02%
4,569
483
$327K 0.02%
6,200
484
$325K 0.02%
3,698
-496
485
$321K 0.01%
3,862
486
$320K 0.01%
5,747
-432
487
$319K 0.01%
+5,195
488
$318K 0.01%
1,122
489
$317K 0.01%
+1,844
490
$316K 0.01%
3,855
-4,302
491
$307K 0.01%
13,425
+725
492
$307K 0.01%
2,427
493
$306K 0.01%
20,625
-2,500
494
$304K 0.01%
3,929
+131
495
$300K 0.01%
4,810
+607
496
$299K 0.01%
10,232
497
$295K 0.01%
14,273
+169
498
$295K 0.01%
3,900
-35
499
$294K 0.01%
17,034
500
$294K 0.01%
5,782
18 19
20
21 22