BC
Burney Company Portfolio holdings
AUM
$2.95B
1-Year Return
27.49%
This Quarter Return
+0.62%
1 Year Return
+27.49%
3 Year Return
+99.49%
5 Year Return
+205.38%
10 Year Return
+393.02%
AUM
$2.13B
AUM Growth
-$19.4M
(-0.9%)
Cap. Flow
-$5.52M
Cap. Flow
% of AUM
-0.26%
Top 10 Holdings %
Top 10 Hldgs %
18.2%
Holding
609
New
24
Increased
164
Reduced
293
Closed
40
Top Buys
| 1 |
Prestige Consumer Healthcare
PBH
|
$11.6M |
| 2 |
Dick's Sporting Goods
DKS
|
$9.45M |
| 3 |
Winnebago Industries
WGO
|
$7.21M |
| 4 |
Icon
ICLR
|
$4.8M |
| 5 |
Exxon Mobil
XOM
|
$4.13M |
Top Sells
| 1 |
PRAH
PRA Health Sciences, Inc.
PRAH
|
$7.9M |
| 2 |
Zillow
ZG
|
$5.52M |
| 3 |
SJI
South Jersey Industries, Inc.
SJI
|
$5.46M |
| 4 |
Hanesbrands
HBI
|
$4.81M |
| 5 |
Sleep Number
SNBR
|
$4.29M |
Sector Composition
| 1 | Technology | 20.18% |
| 2 | Financials | 16.2% |
| 3 | Consumer Discretionary | 14.2% |
| 4 | Industrials | 12.81% |
| 5 | Healthcare | 12.79% |
