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Michael J. Newman

@Burney Co

Latest period2024 - Q4ReportedManaged Assets$2.83BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CSLCarlisle Cos Inc
Recent Activity
Decreased -1.5%
0.22%
$6.213M
16,844 shares@ $368.85 avg price
CYBRCyberark Software Ltd
Recent Activity
Decreased -2.48%
0.22%
$6.179M
18,547 shares@ $333.15 avg price
METMetlife Inc
Recent Activity
Decreased -2.02%
0.22%
$6.177M
75,435 shares@ $81.89 avg price
MSIMotorola Solutions Inc
Recent Activity
Decreased -4.87%
0.21%
$5.94M
12,851 shares@ $462.22 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -2.74%
0.21%
$5.938M
77,288 shares@ $76.84 avg price
DFSDDimensional Etf Trust
Recent Activity
Decreased -16.21%
0.21%
$5.897M
125,800 shares@ $46.88 avg price
AFLAflac Inc
Recent Activity
Decreased -0.6%
0.21%
$5.715M
55,246 shares@ $103.44 avg price
FAFFirst Amern Finl Corp
Recent Activity
Decreased -0.26%
0.2%
$5.497M
88,029 shares@ $62.45 avg price
UHSUniversal Hlth Svcs Inc
Recent Activity
Decreased -2.61%
0.2%
$5.495M
30,626 shares@ $179.42 avg price
PWRQuanta Svcs Inc
Recent Activity
Decreased -2.48%
0.2%
$5.461M
17,280 shares@ $316.05 avg price