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
$1.61B
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$7.66M
3
+$6.99M
4
ALLY icon
Ally Financial
ALLY
+$6.49M
5
BERY
Berry Global Group, Inc.
BERY
+$5.95M

Top Sells

1
+$9.44M
2
+$8.53M
3
+$7.94M
4
ACN icon
Accenture
ACN
+$7M
5
AAPL icon
Apple
AAPL
+$6.76M

Sector Composition

1 Technology 21.45%
2 Financials 14.22%
3 Consumer Discretionary 12.62%
4 Healthcare 12.51%
5 Industrials 12.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.18M 0.2%
73,382
-21,068
152
$3.14M 0.19%
105,207
-420
153
$3.13M 0.19%
16,522
-665
154
$3.11M 0.19%
16,263
-1,054
155
$3.04M 0.19%
13,346
-440
156
$3.03M 0.19%
140,904
-135,688
157
$3M 0.19%
+108,073
158
$2.97M 0.18%
53,810
-5,358
159
$2.97M 0.18%
18,936
-317
160
$2.85M 0.18%
77,383
+8,818
161
$2.84M 0.18%
78,127
-3,244
162
$2.84M 0.18%
65,606
-337
163
$2.8M 0.17%
68,562
+34,902
164
$2.79M 0.17%
70,168
+15,794
165
$2.77M 0.17%
19,686
+1,608
166
$2.76M 0.17%
14,916
-42,828
167
$2.76M 0.17%
77,809
+71,209
168
$2.75M 0.17%
14,967
-481
169
$2.74M 0.17%
125,864
-101,885
170
$2.73M 0.17%
100,211
-111,933
171
$2.72M 0.17%
79,255
-9,269
172
$2.69M 0.17%
21,442
-1,671
173
$2.69M 0.17%
10,006
-315
174
$2.62M 0.16%
14,747
-866
175
$2.61M 0.16%
58,255
-53,424
5 6
7
8 9