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
$801M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14.2M
3
+$11.7M
4
UNH icon
UnitedHealth
UNH
+$11.5M
5
IBM icon
IBM
IBM
+$11.2M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 18.68%
2 Healthcare 15.25%
3 Technology 13.05%
4 Consumer Discretionary 11.53%
5 Financials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.55M 0.44%
+148,647
77
$3.5M 0.44%
+55,468
78
$3.42M 0.43%
+64,652
79
$3.34M 0.42%
+116,622
80
$3.26M 0.41%
+41,620
81
$3M 0.37%
+67,162
82
$2.99M 0.37%
+59,860
83
$2.95M 0.37%
+174,204
84
$2.85M 0.36%
+29,575
85
$2.83M 0.35%
+26,065
86
$2.71M 0.34%
+29,116
87
$2.66M 0.33%
+122,153
88
$2.6M 0.32%
+23,389
89
$2.6M 0.32%
+23,107
90
$2.57M 0.32%
+57,326
91
$2.57M 0.32%
+38,981
92
$2.53M 0.32%
+40,950
93
$2.48M 0.31%
+32,054
94
$2.48M 0.31%
+49,158
95
$2.47M 0.31%
+49,560
96
$2.46M 0.31%
+41,799
97
$2.46M 0.31%
+36,692
98
$2.37M 0.3%
+46,048
99
$2.34M 0.29%
+96,429
100
$2.33M 0.29%
+38,443
2 3
4
5 6