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Peter N. Bunitsky

@Burns J W & Co Inc Ny

Latest period2024 - Q4ReportedManaged Assets$783.191MTotal holdings188
Assets growth rate1.81%Assets growth rate (2-Q avg)2.85%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Burns J W & Co Inc Ny's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 188 positions.

Assets under management

The assets under management (AUM) of Burns J W & Co Inc Ny over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 783.191M in assets, with a quarterly growth rate of 1.81% and a 2-quarter average growth rate of 2.85%. The portfolio is managed by Peter N. Bunitsky, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DELLDell Technologies Inc Cl C
Recent Activity
New Position
0.17%
$1.272M
11,035 shares@ $115.24 avg price
LRCXLam Research Corp Com New
Recent Activity
New Position
0.11%
$814,754
11,280 shares@ $72.23 avg price
APDAir Prods & Chems Inc Com
Recent Activity
New Position
0.04%
$296,711
1,023 shares@ $290.05 avg price
ANETArista Networks Inc Com Shs
Recent Activity
New Position
0.04%
$254,219
2,300 shares@ $110.53 avg price
HWMHowmet Aerospace Inc Com
Recent Activity
New Position
0.03%
$207,803
1,900 shares@ $109.37 avg price
PDSBPds Biotechnology Corp Com
Recent Activity
New Position
0.01%
$16,789
10,300 shares@ $1.63 avg price