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
$2.83B
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$19.6M
3
+$15.6M
4
CRUS icon
Cirrus Logic
CRUS
+$14.2M
5
EXEL icon
Exelixis
EXEL
+$12.3M

Top Sells

1
+$13.8M
2
+$13.5M
3
+$8.35M
4
CNC icon
Centene
CNC
+$8.28M
5
DKS icon
Dick's Sporting Goods
DKS
+$7.52M

Sector Composition

1 Technology 24.25%
2 Consumer Discretionary 12.46%
3 Financials 11.55%
4 Industrials 10.44%
5 Healthcare 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.97M 0.11%
19,662
-26,245
177
$2.94M 0.1%
20,972
+6,306
178
$2.94M 0.1%
23,840
+4,079
179
$2.92M 0.1%
23,566
-9,132
180
$2.81M 0.1%
11,684
+189
181
$2.81M 0.1%
24,843
-64
182
$2.81M 0.1%
8,400
-107
183
$2.79M 0.1%
6,918
-41
184
$2.64M 0.09%
7,570
-1,410
185
$2.63M 0.09%
48,557
+1,425
186
$2.62M 0.09%
27,362
-1,720
187
$2.56M 0.09%
8,813
+6,879
188
$2.53M 0.09%
10,255
-27,950
189
$2.52M 0.09%
6,840
-498
190
$2.5M 0.09%
46,481
-330
191
$2.5M 0.09%
43,495
+967
192
$2.46M 0.09%
46,586
+869
193
$2.45M 0.09%
11,680
-2,621
194
$2.41M 0.09%
47,113
+8,776
195
$2.38M 0.08%
12,578
-5,433
196
$2.35M 0.08%
11,956
-268
197
$2.35M 0.08%
9,229
-10
198
$2.34M 0.08%
25,352
+530
199
$2.34M 0.08%
27,383
-120
200
$2.33M 0.08%
64,217
+24,358
6 7
8
9 10