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
101
$2.29M 0.29%
+49,648
102
$2.27M 0.28%
+44,705
103
$2.27M 0.28%
+43,521
104
$2.23M 0.28%
+40,860
105
$2.23M 0.28%
+46,365
106
$2.21M 0.28%
+37,552
107
$2.21M 0.28%
+26,791
108
$2.19M 0.27%
+31,847
109
$2.14M 0.27%
+67,298
110
$2.13M 0.27%
+52,952
111
$2.12M 0.27%
+10,558
112
$2.09M 0.26%
+48,783
113
$2.08M 0.26%
+21,025
114
$2.06M 0.26%
+94,801
115
$2.06M 0.26%
+70,222
116
$2.03M 0.25%
+40,749
117
$1.97M 0.25%
+49,196
118
$1.97M 0.25%
+61,664
119
$1.96M 0.24%
+33,504
120
$1.9M 0.24%
+48,848
121
$1.89M 0.24%
+29,744
122
$1.85M 0.23%
+25,447
123
$1.8M 0.22%
+16,257
124
$1.76M 0.22%
+29,810
125
$1.73M 0.22%
+36,774
3 4
5
6 7