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
$1.65B
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1
+$5.81M
2
+$5.29M
3
+$5.29M
4
PWR icon
Quanta Services
PWR
+$5.27M
5
MCK icon
McKesson
MCK
+$4.8M

Top Sells

1
+$7.26M
2
+$6.62M
3
+$5.01M
4
CVS icon
CVS Health
CVS
+$4.94M
5
HPQ icon
HP
HPQ
+$4.25M

Sector Composition

1 Technology 18.42%
2 Industrials 16.38%
3 Financials 14.77%
4 Consumer Discretionary 11.84%
5 Healthcare 11.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.48M 0.15%
82,142
-6,437
177
$2.48M 0.15%
15,731
-10,433
178
$2.47M 0.15%
16,396
-81
179
$2.46M 0.15%
79,318
-88
180
$2.45M 0.15%
17,235
-1,334
181
$2.45M 0.15%
10,479
-31,059
182
$2.44M 0.15%
8,663
+1,642
183
$2.44M 0.15%
22,714
-616
184
$2.44M 0.15%
+24,070
185
$2.37M 0.14%
173,220
+2,376
186
$2.36M 0.14%
37,092
+6,191
187
$2.35M 0.14%
30,449
+5,155
188
$2.31M 0.14%
119,586
+1,917
189
$2.25M 0.14%
29,622
+12,776
190
$2.25M 0.14%
96,822
-500
191
$2.2M 0.13%
47,260
-50,794
192
$2.18M 0.13%
35,915
+12,154
193
$2.16M 0.13%
53,031
-2,825
194
$2.14M 0.13%
130,372
-4,320
195
$2.11M 0.13%
38,600
+4,276
196
$2.11M 0.13%
222,098
+985
197
$2.05M 0.12%
78,335
+22,311
198
$2.05M 0.12%
6,352
-1,077
199
$2.04M 0.12%
23,390
-2,194
200
$2.03M 0.12%
40,020
-2,638
6 7
8
9 10