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
$2.32B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
608
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$12.8M
3
+$12.7M
4
ABT icon
Abbott
ABT
+$12.1M
5
AME icon
Ametek
AME
+$7.57M

Top Sells

1
+$10.9M
2
+$9.37M
3
+$7.04M
4
CVA
Covanta Holding Corporation
CVA
+$6.73M
5
CAH icon
Cardinal Health
CAH
+$5.53M

Sector Composition

1 Technology 21.38%
2 Financials 14.94%
3 Consumer Discretionary 14.66%
4 Healthcare 13.95%
5 Industrials 12.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$226K 0.01%
1,690
-325
552
$224K 0.01%
5,315
553
$222K 0.01%
+420
554
$221K 0.01%
+2,560
555
$219K 0.01%
8,903
-825
556
$217K 0.01%
+3,624
557
$217K 0.01%
+3,096
558
$216K 0.01%
+2,433
559
$215K 0.01%
+415
560
$214K 0.01%
4,534
561
$214K 0.01%
1,739
+38
562
$212K 0.01%
3,184
-110
563
$212K 0.01%
5,429
-3
564
$212K 0.01%
+3,549
565
$210K 0.01%
+3,000
566
$206K 0.01%
+998
567
$204K 0.01%
+1,219
568
$204K 0.01%
+3,350
569
$204K 0.01%
2,250
-1,450
570
$203K 0.01%
+1,940
571
$202K 0.01%
+3,378
572
$179K 0.01%
11,333
573
$167K 0.01%
1,125
+110
574
$142K 0.01%
548
575
$85K ﹤0.01%
3,200
21 22
23
24 25