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
101
$2.73M 0.27%
28,591
-2,970
102
$2.7M 0.26%
45,607
+8,903
103
$2.69M 0.26%
43,532
+6,660
104
$2.64M 0.26%
+52,999
105
$2.63M 0.26%
31,922
+45
106
$2.6M 0.25%
26,005
-1,792
107
$2.58M 0.25%
36,805
-2,139
108
$2.58M 0.25%
65,684
+580
109
$2.56M 0.25%
98,790
-30,387
110
$2.55M 0.25%
29,112
+17,488
111
$2.54M 0.25%
110,528
+75,168
112
$2.54M 0.25%
109,048
+24,114
113
$2.54M 0.25%
10,465
-71
114
$2.53M 0.25%
30,130
+70
115
$2.51M 0.24%
35,756
-681
116
$2.48M 0.24%
35,166
-925
117
$2.47M 0.24%
44,400
+3,256
118
$2.47M 0.24%
33,730
+3,362
119
$2.45M 0.24%
35,747
+6,751
120
$2.44M 0.24%
22,657
-480
121
$2.41M 0.23%
28,490
-1,300
122
$2.4M 0.23%
104,024
-12,438
123
$2.35M 0.23%
17,321
-4,699
124
$2.35M 0.23%
38,352
-723
125
$2.29M 0.22%
147,300
+2,750
3 4
5
6 7