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
$1.03B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.69M
3
+$5.5M
4
UNF icon
Unifirst Corp
UNF
+$5.44M
5
UTHR icon
United Therapeutics
UTHR
+$4.75M

Top Sells

1
+$3.53M
2
+$3.31M
3
+$3.3M
4
CSCO icon
Cisco
CSCO
+$2.66M
5
LXK
Lexmark Intl Inc
LXK
+$1.9M

Sector Composition

1 Industrials 21.41%
2 Healthcare 14.65%
3 Technology 13.19%
4 Consumer Discretionary 11.87%
5 Financials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.43M 0.43%
90,867
+57,385
77
$4.41M 0.43%
115,165
+1,294
78
$4.39M 0.43%
167,496
-71,142
79
$4.34M 0.42%
63,338
-13,333
80
$4.21M 0.41%
51,673
-6,098
81
$4.2M 0.41%
63,270
-4,040
82
$4.16M 0.4%
54,413
-188
83
$4.09M 0.4%
116,496
+27,709
84
$4.09M 0.4%
55,283
+1,435
85
$4.07M 0.4%
92,014
-18,891
86
$4M 0.39%
134,830
-119,078
87
$3.79M 0.37%
98,302
-6,514
88
$3.68M 0.36%
24,774
-213
89
$3.63M 0.35%
65,903
-2,929
90
$3.58M 0.35%
48,906
-3,438
91
$3.24M 0.32%
27,769
+24,789
92
$3.21M 0.31%
26,277
+17,870
93
$3.21M 0.31%
241,728
+9,417
94
$3.19M 0.31%
86,986
+9,462
95
$3.06M 0.3%
198,393
+48,068
96
$3.03M 0.29%
53,687
+9,487
97
$2.9M 0.28%
129,292
-118,736
98
$2.87M 0.28%
54,684
-1,606
99
$2.86M 0.28%
47,797
+13,346
100
$2.76M 0.27%
39,245
-3,501
2 3
4
5 6