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
$801M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14.2M
3
+$11.7M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
IBM icon
IBM
IBM
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.68%
2 Healthcare 15.25%
3 Technology 13.05%
4 Consumer Discretionary 11.53%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.97M 0.62%
+240,862
52
$4.85M 0.61%
+67,361
53
$4.79M 0.6%
+66,532
54
$4.67M 0.58%
+134,431
55
$4.66M 0.58%
+89,234
56
$4.65M 0.58%
+111,427
57
$4.62M 0.58%
+62,042
58
$4.51M 0.56%
+95,570
59
$4.5M 0.56%
+160,850
60
$4.48M 0.56%
+39,156
61
$4.45M 0.56%
+57,793
62
$4.32M 0.54%
+53,948
63
$4.24M 0.53%
+81,379
64
$4.23M 0.53%
+29,260
65
$4.21M 0.53%
+110,275
66
$4.21M 0.53%
+63,368
67
$4.12M 0.51%
+118,126
68
$3.97M 0.5%
+122,450
69
$3.93M 0.49%
+62,002
70
$3.92M 0.49%
+85,847
71
$3.91M 0.49%
+146,244
72
$3.81M 0.48%
+108,010
73
$3.8M 0.47%
+91,867
74
$3.73M 0.47%
+52,594
75
$3.64M 0.45%
+71,455
1 2
3
4 5