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
76
$7.55M 0.35%
56,030
-980
77
$7.54M 0.35%
71,203
-1,415
78
$7.51M 0.34%
72,384
-4,278
79
$7.38M 0.34%
+142,869
80
$7.33M 0.34%
249,537
-303,585
81
$7.15M 0.33%
30,506
+17,171
82
$7.1M 0.33%
48,822
-10,319
83
$7.07M 0.32%
44,818
-454
84
$6.99M 0.32%
17,763
+13,665
85
$6.9M 0.32%
146,716
-6,830
86
$6.76M 0.31%
101,350
-160,202
87
$6.62M 0.3%
19,418
-563
88
$6.59M 0.3%
84,803
-2,172
89
$6.58M 0.3%
64,712
-54
90
$6.55M 0.3%
507,044
+379,501
91
$6.37M 0.29%
286,257
-612
92
$6.36M 0.29%
4,849
-77
93
$6.22M 0.29%
130,462
+1,032
94
$6.2M 0.28%
132,394
+3,468
95
$6.12M 0.28%
56,412
-4,507
96
$5.98M 0.27%
51,852
+16,434
97
$5.95M 0.27%
50,687
-466
98
$5.87M 0.27%
35,221
-5,213
99
$5.69M 0.26%
34,402
-858
100
$5.67M 0.26%
54,740
-4,990
2 3
4
5 6