Michael J. Newman

@Burney Co

Latest period2024 - Q4

Reported4d ago

Managed Assets$2.83B

Total holdings580

Assets growth rate0.66%

Assets growth rate (2-Q avg)4.04%

Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Burney Co's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 580 positions.

Assets under management

The assets under management (AUM) of Burney Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 2.83B in assets, with a quarterly growth rate of 0.66% and a 2-quarter average growth rate of 4.04%. The portfolio is managed by Michael J. Newman, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CCChemours Co Recent Activity Exited	0%	$289,757 14,260 shares@ $20.32 avg price	Exited
KEYSKeysight Technologies Inc Recent Activity Exited	0%	$261,917 1,648 shares@ $158.94 avg price	Exited
AMNAmn Healthcare Svcs Inc Recent Activity Exited	0%	$261,228 6,163 shares@ $42.39 avg price	Exited
CVICvr Energy Inc Recent Activity Exited	0%	$256,424 11,134 shares@ $23.04 avg price	Exited
VFCV F Corp Recent Activity Exited	0%	$250,073 12,535 shares@ $19.95 avg price	Exited
TSNTyson Foods Inc Recent Activity Exited	0%	$248,658 4,175 shares@ $59.56 avg price	Exited
BAXBaxter Intl Inc Recent Activity Exited	0%	$243,476 6,412 shares@ $37.98 avg price	Exited
PLDPrologis Inc. Recent Activity Exited	0%	$242,836 1,923 shares@ $126.28 avg price	Exited
GMSGms Inc Recent Activity Exited	0%	$241,097 2,662 shares@ $90.57 avg price	Exited
CCRNCross Ctry Healthcare Inc Recent Activity Exited	0%	$241,073 17,937 shares@ $13.44 avg price	Exited