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
151
$1.31M 0.16%
+24,916
152
$1.3M 0.16%
+50,104
153
$1.3M 0.16%
+26,411
154
$1.3M 0.16%
+115,709
155
$1.3M 0.16%
+34,560
156
$1.26M 0.16%
+37,186
157
$1.25M 0.16%
+18,815
158
$1.25M 0.16%
+37,865
159
$1.25M 0.16%
+18,005
160
$1.24M 0.16%
+113,799
161
$1.24M 0.15%
+52,473
162
$1.23M 0.15%
+28,612
163
$1.22M 0.15%
+29,429
164
$1.21M 0.15%
+16,215
165
$1.21M 0.15%
+26,555
166
$1.21M 0.15%
+46,123
167
$1.2M 0.15%
+19,071
168
$1.19M 0.15%
+16,288
169
$1.18M 0.15%
+34,690
170
$1.14M 0.14%
+37,201
171
$1.11M 0.14%
+27,181
172
$1.11M 0.14%
+32,155
173
$1.06M 0.13%
+10,785
174
$1.05M 0.13%
+64,867
175
$1.05M 0.13%
+27,847
5 6
7
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