BC
Burney Company Portfolio holdings
AUM
$2.95B
This Quarter Return
+0.63%
1 Year Return
+27.49%
3 Year Return
+99.49%
5 Year Return
+205.38%
10 Year Return
+393.02%
AUM
$2.75B
AUM Growth
+$2.75B
(-2.9%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-0.77%
Top 10 Holdings %
Top 10 Hldgs %
26.15%
Holding
611
New
31
Increased
157
Reduced
326
Closed
42
Top Buys
| 1 |
Moody's
MCO
|
$21.2M |
| 2 |
Cisco
CSCO
|
$20.5M |
| 3 |
Qualcomm
QCOM
|
$15M |
| 4 |
CVS Health
CVS
|
$14.8M |
| 5 |
Genpact
G
|
$14.1M |
Top Sells
| 1 |
Toll Brothers
TOL
|
$25.2M |
| 2 |
Corcept Therapeutics
CORT
|
$23.7M |
| 3 |
T Rowe Price
TROW
|
$14.8M |
| 4 |
Cirrus Logic
CRUS
|
$14.3M |
| 5 |
Texas Roadhouse
TXRH
|
$12.6M |
Sector Composition
| 1 | Technology | 23.42% |
| 2 | Financials | 12.24% |
| 3 | Healthcare | 11.64% |
| 4 | Consumer Discretionary | 10.67% |
| 5 | Industrials | 8.92% |
