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
$2.81B
AUM Growth
+$194M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$14.4M
3
+$14.1M
4
WAB icon
Wabtec
WAB
+$13.2M
5
META icon
Meta Platforms (Facebook)
META
+$9.69M

Top Sells

1
+$13.8M
2
+$11M
3
+$7.55M
4
CRWD icon
CrowdStrike
CRWD
+$6.91M
5
AVGO icon
Broadcom
AVGO
+$6.43M

Sector Composition

1 Technology 22.79%
2 Consumer Discretionary 13.69%
3 Industrials 11.52%
4 Healthcare 11.04%
5 Financials 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$249K 0.01%
4,175
-2,179
552
$246K 0.01%
1,546
-27,633
553
$245K 0.01%
2,869
-183
554
$243K 0.01%
6,412
-209
555
$243K 0.01%
1,923
-182
556
$243K 0.01%
3,376
-118
557
$242K 0.01%
996
558
$241K 0.01%
1,740
559
$241K 0.01%
7,567
+1
560
$241K 0.01%
2,662
-11,014
561
$241K 0.01%
17,937
-643
562
$239K 0.01%
+6,819
563
$238K 0.01%
10,695
564
$238K 0.01%
+6,668
565
$237K 0.01%
900
566
$236K 0.01%
3,248
-1,956
567
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568
$234K 0.01%
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569
$234K 0.01%
2,650
+50
570
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571
$230K 0.01%
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572
$230K 0.01%
8,376
+416
573
$229K 0.01%
1,921
574
$228K 0.01%
3,830
-2,642
575
$226K 0.01%
920
21 22
23
24 25