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
$2.18B
AUM Growth
+$152M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
597
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$11.8M
3
+$9.25M
4
NVDA icon
NVIDIA
NVDA
+$7.8M
5
MCHP icon
Microchip Technology
MCHP
+$7.45M

Top Sells

1
+$10.7M
2
+$10.6M
3
+$8.92M
4
SNPS icon
Synopsys
SNPS
+$8.18M
5
NFLX icon
Netflix
NFLX
+$7.09M

Sector Composition

1 Technology 21.22%
2 Consumer Discretionary 13.63%
3 Industrials 12.74%
4 Healthcare 12.63%
5 Financials 10.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$3.81M 0.17%
45,545
+10,536
152
$3.81M 0.17%
8,092
+3,036
153
$3.79M 0.17%
59,306
+46,858
154
$3.79M 0.17%
40,202
+20,238
155
$3.76M 0.17%
15,268
+50
156
$3.75M 0.17%
+52,030
157
$3.66M 0.17%
11,094
+9,992
158
$3.63M 0.17%
104,306
+16,577
159
$3.63M 0.17%
192,097
-97,901
160
$3.61M 0.17%
43,132
-1,773
161
$3.57M 0.16%
+31,796
162
$3.55M 0.16%
38,651
-26,346
163
$3.52M 0.16%
19,535
-171
164
$3.5M 0.16%
29,411
-19,226
165
$3.43M 0.16%
14,793
+3,056
166
$3.42M 0.16%
31,377
-1,765
167
$3.27M 0.15%
57,636
-16,730
168
$3.24M 0.15%
19,567
-114
169
$3.22M 0.15%
53,743
-104,966
170
$3.18M 0.15%
101,307
+15,160
171
$3.18M 0.15%
23,776
-253
172
$3.17M 0.15%
4,025
+2,130
173
$3.13M 0.14%
33,854
-179
174
$3.08M 0.14%
44,427
+1,119
175
$3.07M 0.14%
12,504
-249
5 6
7
8 9