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
526
$256K 0.01%
2,923
-116
527
$254K 0.01%
3,492
528
$253K 0.01%
5,713
-405
529
$251K 0.01%
3,480
-345
530
$248K 0.01%
3,290
531
$248K 0.01%
4,200
532
$244K 0.01%
3,150
-100
533
$242K 0.01%
2,102
+41
534
$240K 0.01%
13,152
535
$239K 0.01%
5,979
-353
536
$236K 0.01%
2,805
537
$235K 0.01%
3,902
-878
538
$235K 0.01%
+7,248
539
$234K 0.01%
+1,255
540
$233K 0.01%
3,319
-13,204
541
$233K 0.01%
+3,000
542
$233K 0.01%
14,315
543
$233K 0.01%
3,818
-16,752
544
$232K 0.01%
+5,957
545
$230K 0.01%
5,498
-5,000
546
$229K 0.01%
+5,402
547
$228K 0.01%
2,845
548
$227K 0.01%
4,598
549
$227K 0.01%
3,383
-9,644
550
$225K 0.01%
+4,916
20 21
22
23 24