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
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.8M
3
+$9.25M
4
NVDA icon
NVIDIA
NVDA
+$7.8M
5
MCHP icon
Microchip Technology
MCHP
+$7.45M

Top Sells

1
+$10.7M
2
+$10.6M
3
+$8.92M
4
SNPS icon
Synopsys
SNPS
+$8.18M
5
NFLX icon
Netflix
NFLX
+$7.09M

Sector Composition

1 Technology 21.22%
2 Consumer Discretionary 13.63%
3 Industrials 12.74%
4 Healthcare 12.63%
5 Financials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.3M 0.52%
4,199
+1,286
52
$10.7M 0.49%
35,528
-5,212
53
$10.5M 0.48%
71,123
-19,718
54
$10.2M 0.47%
55,293
+13,350
55
$10.1M 0.46%
219,304
+107,406
56
$9.66M 0.44%
69,668
-482
57
$9.57M 0.44%
226,270
+184,310
58
$9.37M 0.43%
158,539
-44,949
59
$9.36M 0.43%
72,488
+377
60
$9.3M 0.43%
190,972
+76,154
61
$8.99M 0.41%
220,712
-59,191
62
$8.94M 0.41%
43,679
+3,267
63
$8.65M 0.4%
30,027
+65
64
$8.62M 0.4%
99,492
+37,028
65
$8.45M 0.39%
28,305
+10,456
66
$8.32M 0.38%
177,876
+5,492
67
$8.14M 0.37%
90,834
+83,207
68
$8.06M 0.37%
38,166
+7,936
69
$7.99M 0.37%
46,002
+7,421
70
$7.98M 0.37%
193,222
+36,497
71
$7.85M 0.36%
25,451
-179
72
$7.81M 0.36%
211,593
-2,425
73
$7.8M 0.36%
148,920
-3,777
74
$7.72M 0.35%
17,327
-13,336
75
$7.64M 0.35%
52,884
+1,881
1 2
3
4 5