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
$2.83B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.6M
3
+$15.6M
4
CRUS icon
Cirrus Logic
CRUS
+$14.2M
5
EXEL icon
Exelixis
EXEL
+$12.3M

Top Sells

1
+$13.8M
2
+$13.5M
3
+$8.35M
4
CNC icon
Centene
CNC
+$8.28M
5
DKS icon
Dick's Sporting Goods
DKS
+$7.52M

Sector Composition

1 Technology 24.25%
2 Consumer Discretionary 12.46%
3 Financials 11.55%
4 Industrials 10.44%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$239K 0.01%
14,666
552
$238K 0.01%
18,649
-4,612
553
$238K 0.01%
1,402
-875
554
$235K 0.01%
1,155
-466
555
$234K 0.01%
10,695
556
$234K 0.01%
2,643
-7
557
$231K 0.01%
3,376
558
$230K 0.01%
+3,495
559
$227K 0.01%
2,073
-238
560
$225K 0.01%
3,262
+223
561
$223K 0.01%
920
562
$222K 0.01%
1,264
-15,263
563
$219K 0.01%
5,315
564
$212K 0.01%
475
565
$212K 0.01%
8,348
-28
566
$211K 0.01%
2,261
-11,773
567
$210K 0.01%
7,477
-90
568
$209K 0.01%
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569
$208K 0.01%
1,391
-268
570
$208K 0.01%
2,869
571
$206K 0.01%
6,757
-3,683
572
$201K 0.01%
2,219
573
$189K 0.01%
10,014
-8,572
574
$172K 0.01%
14,054
-4,457
575
$131K ﹤0.01%
16,710
21 22
23
24 25