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
126
$2.28M 0.22%
43,957
+30,324
127
$2.27M 0.22%
85,612
-34,058
128
$2.27M 0.22%
32,847
-1,477
129
$2.21M 0.22%
32,491
+4,651
130
$2.21M 0.22%
35,819
-8,971
131
$2.12M 0.21%
221,367
+8,019
132
$2.08M 0.2%
92,270
+31,660
133
$2.07M 0.2%
15,418
-3,789
134
$2.07M 0.2%
22,787
-707
135
$2.02M 0.2%
28,209
+2,827
136
$2M 0.19%
84,190
+14,760
137
$1.97M 0.19%
45,980
+11,988
138
$1.93M 0.19%
39,329
-1,531
139
$1.92M 0.19%
35,679
-1,550
140
$1.9M 0.19%
64,525
-2,109
141
$1.87M 0.18%
29,439
-2,121
142
$1.85M 0.18%
45,091
-2,873
143
$1.83M 0.18%
72,679
+18,593
144
$1.82M 0.18%
117,780
+2,068
145
$1.82M 0.18%
44,042
-2,081
146
$1.8M 0.18%
13,221
-573
147
$1.8M 0.18%
213,551
+56,463
148
$1.77M 0.17%
53,988
+2,677
149
$1.75M 0.17%
35,123
-11,010
150
$1.74M 0.17%
30,218
-5,923
4 5
6
7 8