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
$1.71B
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.22M
3
+$5.51M
4
INTC icon
Intel
INTC
+$4.68M
5
HPQ icon
HP
HPQ
+$4.44M

Top Sells

1
+$12.7M
2
+$7.93M
3
+$7.12M
4
DE icon
Deere & Co
DE
+$6.26M
5
TWX
Time Warner Inc
TWX
+$5.42M

Sector Composition

1 Technology 18.31%
2 Industrials 16.78%
3 Financials 13.9%
4 Healthcare 12.45%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$6.8M 0.4%
158,132
+18,909
77
$6.61M 0.39%
255,616
+19,208
78
$6.6M 0.39%
163,492
-9,868
79
$6.56M 0.38%
52,903
+633
80
$6.5M 0.38%
116,891
+111,846
81
$6.46M 0.38%
103,362
+5,531
82
$6.46M 0.38%
157,947
-2,045
83
$6.32M 0.37%
64,177
-1,046
84
$6.3M 0.37%
60,705
+1,242
85
$6.28M 0.37%
25,187
+1,936
86
$6.28M 0.37%
90,762
-6,412
87
$6.25M 0.37%
47,681
-1,664
88
$6.14M 0.36%
178,282
+21,108
89
$5.93M 0.35%
146,363
+63,842
90
$5.89M 0.35%
79,395
-137
91
$5.86M 0.34%
55,669
+38,031
92
$5.79M 0.34%
96,127
-1,720
93
$5.73M 0.34%
213,476
-5,333
94
$5.68M 0.33%
52,042
+371
95
$5.64M 0.33%
98,424
-114
96
$5.62M 0.33%
157,676
+6,187
97
$5.57M 0.33%
158,594
+6,032
98
$5.56M 0.33%
182,993
+47,917
99
$5.55M 0.33%
45,713
+6,482
100
$5.51M 0.32%
+93,599
2 3
4
5 6