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
176
$3.05M 0.14%
91,108
-7,378
177
$3.04M 0.14%
6,674
-247
178
$2.99M 0.14%
36,890
-310
179
$2.95M 0.14%
51,335
-12,286
180
$2.94M 0.14%
34,473
-82,685
181
$2.93M 0.13%
17,283
+8,086
182
$2.93M 0.13%
6,617
+2
183
$2.93M 0.13%
33,170
-14,605
184
$2.92M 0.13%
12,926
-3,263
185
$2.92M 0.13%
59,944
+24,390
186
$2.88M 0.13%
5,894
-2,547
187
$2.88M 0.13%
10,799
-1,616
188
$2.85M 0.13%
11,405
-59
189
$2.83M 0.13%
66,424
-2,497
190
$2.78M 0.13%
68,420
+1,281
191
$2.76M 0.13%
17,533
+194
192
$2.73M 0.13%
20,110
-14,588
193
$2.72M 0.12%
20,699
+9,674
194
$2.65M 0.12%
20,057
+9
195
$2.6M 0.12%
21,445
+11,314
196
$2.58M 0.12%
21,743
+564
197
$2.58M 0.12%
102,570
+39,398
198
$2.58M 0.12%
26,114
-952
199
$2.52M 0.12%
41,560
-65,338
200
$2.47M 0.11%
67,468
-6,886
6 7
8
9 10