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
$1.03B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$5.73M
2
+$5.69M
3
+$5.5M
4
UNF icon
Unifirst Corp
UNF
+$5.44M
5
UTHR icon
United Therapeutics
UTHR
+$4.75M

Top Sells

1
+$3.53M
2
+$3.31M
3
+$3.3M
4
CSCO icon
Cisco
CSCO
+$2.66M
5
LXK
Lexmark Intl Inc
LXK
+$1.9M

Sector Composition

1 Industrials 21.41%
2 Healthcare 14.65%
3 Technology 13.19%
4 Consumer Discretionary 11.87%
5 Financials 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.03M 0.1%
27,465
-1,542
202
$1.03M 0.1%
43,559
-2,506
203
$1.02M 0.1%
30,486
-3,560
204
$1.02M 0.1%
21,678
-20,006
205
$1.02M 0.1%
11,642
-540
206
$992K 0.1%
8,695
-656
207
$980K 0.1%
12,270
-300
208
$971K 0.09%
10,473
+224
209
$961K 0.09%
25,437
-1,600
210
$960K 0.09%
6,595
+760
211
$941K 0.09%
28,218
-5,708
212
$938K 0.09%
12,248
-3,355
213
$924K 0.09%
28,456
+1,836
214
$919K 0.09%
62,826
-5,327
215
$905K 0.09%
71,237
-7,998
216
$893K 0.09%
17,201
-623
217
$890K 0.09%
25,635
-325
218
$889K 0.09%
13,251
-540
219
$880K 0.09%
11,403
-8,069
220
$873K 0.09%
6,069
-195
221
$860K 0.08%
32,822
-26,155
222
$855K 0.08%
8,114
+195
223
$853K 0.08%
11,162
-17,591
224
$847K 0.08%
22,051
+491
225
$841K 0.08%
21,329
+317
7 8
9
10 11