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
$1.71B
AUM Growth
+$91.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$9.06M
2
+$6.22M
3
+$5.51M
4
INTC icon
Intel
INTC
+$4.68M
5
HPQ icon
HP
HPQ
+$4.44M

Top Sells

1
+$12.7M
2
+$7.93M
3
+$7.12M
4
DE icon
Deere & Co
DE
+$6.26M
5
TWX
Time Warner Inc
TWX
+$5.42M

Sector Composition

1 Technology 18.31%
2 Industrials 16.78%
3 Financials 13.9%
4 Healthcare 12.45%
5 Consumer Discretionary 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.91M 0.11%
34,240
+4,220
202
$1.89M 0.11%
18,237
+1,456
203
$1.89M 0.11%
250,426
-6,025
204
$1.87M 0.11%
51,661
+9,254
205
$1.86M 0.11%
25,140
+3,483
206
$1.84M 0.11%
168,363
+3,993
207
$1.83M 0.11%
64,805
+26,236
208
$1.79M 0.11%
31,472
+444
209
$1.77M 0.1%
7,441
+1,739
210
$1.76M 0.1%
+41,728
211
$1.74M 0.1%
12,617
+1,653
212
$1.74M 0.1%
48,735
-10,095
213
$1.74M 0.1%
39,653
+10,735
214
$1.67M 0.1%
16,976
+734
215
$1.61M 0.09%
53,740
-3,192
216
$1.59M 0.09%
29,370
-31,498
217
$1.56M 0.09%
8,805
-105
218
$1.55M 0.09%
20,418
+3,394
219
$1.48M 0.09%
17,719
+14,869
220
$1.48M 0.09%
23,970
+2,090
221
$1.44M 0.08%
9,554
+445
222
$1.41M 0.08%
7,334
+1,984
223
$1.4M 0.08%
8,825
+163
224
$1.36M 0.08%
18,721
+3,808
225
$1.35M 0.08%
37,020
+5,654
7 8
9
10 11