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
126
$1.72M 0.21%
+146,170
127
$1.71M 0.21%
+38,769
128
$1.7M 0.21%
+28,168
129
$1.69M 0.21%
+25,813
130
$1.68M 0.21%
+24,862
131
$1.68M 0.21%
+217,260
132
$1.65M 0.21%
+19,755
133
$1.6M 0.2%
+68,316
134
$1.59M 0.2%
+31,578
135
$1.57M 0.2%
+50,420
136
$1.54M 0.19%
+89,940
137
$1.51M 0.19%
+33,048
138
$1.5M 0.19%
+31,964
139
$1.49M 0.19%
+40,644
140
$1.49M 0.19%
+96,041
141
$1.46M 0.18%
+113,539
142
$1.44M 0.18%
+22,678
143
$1.43M 0.18%
+23,588
144
$1.43M 0.18%
+13,922
145
$1.42M 0.18%
+23,182
146
$1.4M 0.17%
+37,295
147
$1.39M 0.17%
+22,279
148
$1.39M 0.17%
+13,881
149
$1.37M 0.17%
+113,447
150
$1.35M 0.17%
+50,935
4 5
6
7 8