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
201
$820K 0.1%
+26,235
202
$798K 0.1%
+39,176
203
$797K 0.1%
+9,196
204
$792K 0.1%
+23,196
205
$788K 0.1%
+17,782
206
$782K 0.1%
+8,991
207
$778K 0.1%
+35,616
208
$777K 0.1%
+22,939
209
$765K 0.1%
+7,435
210
$761K 0.1%
+21,746
211
$760K 0.09%
+13,410
212
$759K 0.09%
+13,241
213
$754K 0.09%
+17,720
214
$748K 0.09%
+10,220
215
$747K 0.09%
+8,374
216
$739K 0.09%
+12,937
217
$731K 0.09%
+7,090
218
$730K 0.09%
+14,439
219
$719K 0.09%
+6,844
220
$718K 0.09%
+9,193
221
$710K 0.09%
+9,751
222
$698K 0.09%
+12,178
223
$672K 0.08%
+12,960
224
$669K 0.08%
+19,590
225
$664K 0.08%
+8,255
7 8
9
10 11