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
$1.61B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$7.66M
3
+$6.99M
4
ALLY icon
Ally Financial
ALLY
+$6.49M
5
BERY
Berry Global Group, Inc.
BERY
+$5.95M

Top Sells

1
+$9.44M
2
+$8.53M
3
+$7.94M
4
ACN icon
Accenture
ACN
+$7M
5
AAPL icon
Apple
AAPL
+$6.76M

Sector Composition

1 Technology 21.45%
2 Financials 14.22%
3 Consumer Discretionary 12.62%
4 Healthcare 12.51%
5 Industrials 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.87M 0.3%
186,092
+165,956
102
$4.85M 0.3%
104,808
-11,594
103
$4.83M 0.3%
21,983
+756
104
$4.71M 0.29%
+225,103
105
$4.67M 0.29%
31,643
-42,896
106
$4.66M 0.29%
+311,338
107
$4.64M 0.29%
92,718
+1,203
108
$4.6M 0.28%
45,043
-2,942
109
$4.55M 0.28%
234,919
+18,762
110
$4.52M 0.28%
216,713
+50,736
111
$4.44M 0.28%
19,128
-501
112
$4.43M 0.27%
31,938
-4,540
113
$4.42M 0.27%
9,010
-2,886
114
$4.37M 0.27%
178,865
+26,528
115
$4.37M 0.27%
85,885
-4,962
116
$4.33M 0.27%
25,166
-2,651
117
$4.31M 0.27%
130,802
+43,117
118
$4.27M 0.26%
204,048
+30,773
119
$4.26M 0.26%
306,168
+11,849
120
$4.21M 0.26%
249,929
+19,281
121
$4.19M 0.26%
43,810
-7,816
122
$4.18M 0.26%
38,255
-2,011
123
$4.1M 0.25%
43,888
-2,957
124
$4.04M 0.25%
17,474
-373
125
$3.94M 0.24%
305,024
+56,592
3 4
5
6 7