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
$1.65B
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.29M
3
+$5.29M
4
PWR icon
Quanta Services
PWR
+$5.27M
5
MCK icon
McKesson
MCK
+$4.8M

Top Sells

1
+$7.26M
2
+$6.62M
3
+$5.01M
4
CVS icon
CVS Health
CVS
+$4.94M
5
HPQ icon
HP
HPQ
+$4.25M

Sector Composition

1 Technology 18.42%
2 Industrials 16.38%
3 Financials 14.77%
4 Consumer Discretionary 11.84%
5 Healthcare 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.91M 0.54%
24,466
-275
52
$8.87M 0.54%
53,071
+1,681
53
$8.77M 0.53%
256,591
+25,340
54
$8.76M 0.53%
194,972
+23,545
55
$8.71M 0.53%
211,948
+7,436
56
$8.65M 0.52%
284,916
-2,769
57
$8.56M 0.52%
139,463
-38,232
58
$8.55M 0.52%
79,173
+7,553
59
$8.54M 0.52%
58,322
+11,564
60
$8.47M 0.51%
4,516
+259
61
$8.43M 0.51%
126,366
+11,365
62
$8.33M 0.51%
71,391
+3,162
63
$8.28M 0.5%
81,443
+1,455
64
$8.24M 0.5%
167,011
+3,747
65
$8.14M 0.49%
148,718
-12,128
66
$7.99M 0.48%
21,983
-2,135
67
$7.87M 0.48%
144,385
+1,918
68
$7.85M 0.48%
45,507
+4,215
69
$7.75M 0.47%
195,678
+11,451
70
$7.67M 0.47%
28,496
+915
71
$7.5M 0.45%
134,191
-15,955
72
$7.44M 0.45%
80,451
-11,870
73
$7.38M 0.45%
43,402
-1,838
74
$7.34M 0.45%
234,662
+81,454
75
$7.28M 0.44%
197,580
+210
1 2
3
4 5