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
$2.13B
AUM Growth
-$19.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
609
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$9.45M
3
+$7.21M
4
ICLR icon
Icon
ICLR
+$4.8M
5
XOM icon
Exxon Mobil
XOM
+$4.13M

Top Sells

1
+$7.9M
2
+$5.52M
3
+$5.46M
4
HBI
Hanesbrands
HBI
+$4.81M
5
SNBR icon
Sleep Number
SNBR
+$4.29M

Sector Composition

1 Technology 20.18%
2 Financials 16.2%
3 Consumer Discretionary 14.2%
4 Industrials 12.81%
5 Healthcare 12.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.6M 0.54%
50,088
-533
52
$11.4M 0.54%
57,387
-1,907
53
$11.3M 0.53%
29,767
+1,992
54
$11.1M 0.52%
54,235
-438
55
$11M 0.52%
283,036
+15,705
56
$10.9M 0.51%
53,947
+14,466
57
$10.8M 0.5%
219,968
+6,804
58
$10.5M 0.49%
49,336
-937
59
$10.4M 0.49%
201,028
-8,356
60
$10.4M 0.49%
61,051
-618
61
$10.2M 0.48%
65,208
-1,684
62
$9.92M 0.47%
341,103
-998
63
$9.61M 0.45%
372,754
-19,828
64
$9.53M 0.45%
103,261
-2,999
65
$9.37M 0.44%
28,398
+240
66
$9.19M 0.43%
172,775
+39,860
67
$9.09M 0.43%
102,120
+9,924
68
$8.97M 0.42%
300,106
-69,071
69
$8.86M 0.42%
210,457
-5,551
70
$8.73M 0.41%
63,068
+8,808
71
$8.55M 0.4%
32,649
+18,326
72
$8.26M 0.39%
178,002
+499
73
$8.24M 0.39%
76,422
-803
74
$8.24M 0.39%
177,333
-2,229
75
$8.19M 0.38%
165,544
+31
1 2
3
4 5