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
176
$2.6M 0.16%
45,863
-6,773
177
$2.59M 0.16%
26,944
-1,355
178
$2.59M 0.16%
89,224
+12,085
179
$2.58M 0.16%
15,589
-616
180
$2.57M 0.16%
20,745
-10,615
181
$2.57M 0.16%
15,819
-608
182
$2.55M 0.16%
12,149
-577
183
$2.54M 0.16%
69,740
+17,200
184
$2.52M 0.16%
37,593
-7,698
185
$2.43M 0.15%
41,681
+4,905
186
$2.43M 0.15%
199,074
-18,074
187
$2.42M 0.15%
17,001
-2,015
188
$2.41M 0.15%
40,412
-79,993
189
$2.34M 0.15%
19,475
-1,263
190
$2.34M 0.15%
10,935
-135
191
$2.33M 0.14%
11,044
-1,585
192
$2.29M 0.14%
14,969
-104
193
$2.29M 0.14%
9,089
-163
194
$2.27M 0.14%
+101,752
195
$2.23M 0.14%
47,871
+164
196
$2.19M 0.14%
13,315
+283
197
$2.17M 0.13%
39,508
-388
198
$2.16M 0.13%
9,527
-330
199
$2.15M 0.13%
43,594
-4,126
200
$2.12M 0.13%
32,070
+10,658
6 7
8
9 10