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
$1.71B
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.22M
3
+$5.51M
4
INTC icon
Intel
INTC
+$4.68M
5
HPQ icon
HP
HPQ
+$4.44M

Top Sells

1
+$12.7M
2
+$7.93M
3
+$7.12M
4
DE icon
Deere & Co
DE
+$6.26M
5
TWX
Time Warner Inc
TWX
+$5.42M

Sector Composition

1 Technology 18.31%
2 Industrials 16.78%
3 Financials 13.9%
4 Healthcare 12.45%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.49M 0.56%
48,663
+4,541
52
$9.49M 0.56%
143,327
+1,339
53
$9.28M 0.54%
109,458
-4,748
54
$9.16M 0.54%
279,211
-216,950
55
$9.06M 0.53%
+88,290
56
$9M 0.53%
134,551
-8,359
57
$9M 0.53%
341,104
+59,024
58
$8.7M 0.51%
81,058
+10,821
59
$8.7M 0.51%
78,066
+5,421
60
$8.69M 0.51%
63,211
+4,794
61
$8.68M 0.51%
101,816
+4,796
62
$8.42M 0.49%
130,819
+10,455
63
$8.36M 0.49%
292,845
+17,256
64
$8.25M 0.48%
117,546
+13,261
65
$8.12M 0.48%
27,497
+4,011
66
$7.87M 0.46%
52,517
+6,040
67
$7.85M 0.46%
85,464
-5,301
68
$7.81M 0.46%
63,842
-6,057
69
$7.51M 0.44%
213,513
+18,990
70
$7.47M 0.44%
121,046
-28,281
71
$7.33M 0.43%
179,228
-1,530
72
$7.24M 0.42%
49,236
+691
73
$6.97M 0.41%
63,447
+9,894
74
$6.91M 0.4%
88,292
+20,067
75
$6.82M 0.4%
3,365
+193
1 2
3
4 5