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
101
$5.66M 0.26%
74,399
+17,253
102
$5.6M 0.26%
186,359
+123,487
103
$5.54M 0.25%
56,769
+8,913
104
$5.44M 0.25%
+249,978
105
$5.44M 0.25%
230,959
+14,623
106
$5.4M 0.25%
52,177
-15,328
107
$5.32M 0.24%
70,440
+41,503
108
$5.22M 0.24%
28,438
+571
109
$5.22M 0.24%
23,494
-5,475
110
$5.17M 0.24%
90,657
+30
111
$5.03M 0.23%
98,378
+5,246
112
$4.98M 0.23%
186,791
-4,292
113
$4.98M 0.23%
33,395
+366
114
$4.92M 0.23%
120,213
-96,462
115
$4.85M 0.22%
93,686
+6,862
116
$4.85M 0.22%
32,826
-557
117
$4.84M 0.22%
92,802
-47,679
118
$4.82M 0.22%
13,122
-6,273
119
$4.78M 0.22%
107,450
-9,502
120
$4.77M 0.22%
18,595
+600
121
$4.73M 0.22%
118,130
+753
122
$4.72M 0.22%
25,459
+296
123
$4.7M 0.22%
19,104
-1,155
124
$4.67M 0.21%
22,799
-507
125
$4.66M 0.21%
18,623
+70
3 4
5
6 7