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
176
$1.05M 0.13%
+16,648
177
$1.04M 0.13%
+31,712
178
$1.03M 0.13%
+18,094
179
$1.03M 0.13%
+14,267
180
$1.03M 0.13%
+26,517
181
$1.01M 0.13%
+62,600
182
$1.01M 0.13%
+13,033
183
$1.01M 0.13%
+36,658
184
$1M 0.12%
+25,503
185
$997K 0.12%
+23,560
186
$995K 0.12%
+25,836
187
$968K 0.12%
+12,550
188
$953K 0.12%
+29,162
189
$941K 0.12%
+83,528
190
$940K 0.12%
+29,065
191
$922K 0.12%
+49,971
192
$889K 0.11%
+36,444
193
$887K 0.11%
+98,310
194
$868K 0.11%
+38,616
195
$868K 0.11%
+21,557
196
$865K 0.11%
+30,410
197
$861K 0.11%
+14,621
198
$850K 0.11%
+38,785
199
$834K 0.1%
+13,976
200
$820K 0.1%
+70,686
6 7
8
9 10