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
$1.71B
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.22M
3
+$5.51M
4
INTC icon
Intel
INTC
+$4.68M
5
HPQ icon
HP
HPQ
+$4.44M

Top Sells

1
+$12.7M
2
+$7.93M
3
+$7.12M
4
DE icon
Deere & Co
DE
+$6.26M
5
TWX
Time Warner Inc
TWX
+$5.42M

Sector Composition

1 Technology 18.31%
2 Industrials 16.78%
3 Financials 13.9%
4 Healthcare 12.45%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$4.11M 0.24%
32,470
+294
127
$3.92M 0.23%
29,117
-2,307
128
$3.92M 0.23%
55,317
+6,590
129
$3.88M 0.23%
27,385
+2,704
130
$3.87M 0.23%
35,076
+6,266
131
$3.87M 0.23%
84,356
-8,135
132
$3.78M 0.22%
28,498
-15
133
$3.77M 0.22%
47,736
+2,146
134
$3.69M 0.22%
21,718
+318
135
$3.68M 0.22%
104,873
-517
136
$3.67M 0.21%
15,086
-36
137
$3.67M 0.21%
32,238
+7,872
138
$3.58M 0.21%
38,805
+5,102
139
$3.58M 0.21%
46,350
+3,891
140
$3.55M 0.21%
92,585
-25,319
141
$3.52M 0.21%
18,873
+1,764
142
$3.48M 0.2%
25,581
-1,611
143
$3.46M 0.2%
29,718
-781
144
$3.43M 0.2%
32,996
+1,548
145
$3.41M 0.2%
39,583
+1,302
146
$3.39M 0.2%
123,367
-4,375
147
$3.34M 0.2%
72,702
+1,292
148
$3.28M 0.19%
53,765
+3,626
149
$3.27M 0.19%
76,044
-3,014
150
$3.22M 0.19%
+77,122
4 5
6
7 8