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
$2.18B
AUM Growth
-$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
614
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$12M
3
+$10.4M
4
AMN icon
AMN Healthcare
AMN
+$9.53M
5
XOM icon
Exxon Mobil
XOM
+$9.07M

Top Sells

1
+$12.8M
2
+$10.7M
3
+$10.4M
4
IAA
IAA, Inc. Common Stock
IAA
+$8.56M
5
ANET icon
Arista Networks
ANET
+$7.76M

Sector Composition

1 Technology 20.8%
2 Financials 15.14%
3 Healthcare 15.12%
4 Industrials 12.95%
5 Consumer Discretionary 12.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.2M 0.52%
25,427
+1,320
52
$10.9M 0.5%
76,348
+43,496
53
$10.5M 0.48%
52,109
-1,311
54
$10.5M 0.48%
50,350
-6,238
55
$10.4M 0.48%
94,917
-4,024
56
$9.98M 0.46%
60,908
-537
57
$9.9M 0.45%
23,835
-258
58
$9.88M 0.45%
261,212
+5,516
59
$9.65M 0.44%
62,381
-877
60
$9.65M 0.44%
29,233
-4,804
61
$9.62M 0.44%
188,614
-17,018
62
$9.37M 0.43%
344,335
-21,335
63
$9.28M 0.43%
174,357
-97,788
64
$9.24M 0.42%
27,408
-5,083
65
$9.13M 0.42%
176,429
-3,372
66
$9.03M 0.41%
82,535
-2,369
67
$8.89M 0.41%
155,021
-4,955
68
$8.83M 0.41%
178,142
-7,408
69
$8.81M 0.4%
84,942
+20,418
70
$8.7M 0.4%
66,022
-81,464
71
$8.65M 0.4%
174,225
-1,884
72
$8.61M 0.4%
86,081
-4,274
73
$8.39M 0.39%
311,097
+11,754
74
$8.31M 0.38%
331,077
-6,584
75
$8.26M 0.38%
170,446
+122,770
1 2
3
4 5