BURNS J W & COMPANY INC

HTTP://WWW.JWBURNS.COM DEWITT, NY Investment Advisor How do I update this listing?

Burns J W & Company is based out of Dewitt. Burns J W & Company is a large advisory firm with 1081 clients and discretionary assets under management (AUM) of $541,092,575 (Form ADV from 2020-05-22). Their last reported 13F filing for Q2 2020 included $452,315,000 in managed 13F securities and a top 10 holdings concentration of 38.15%. Burns J W & Company's largest holding is Apple Inc with shares held of 99,127. Burns J W & Company has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 83 13F filings

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06/30/2020

13F Activity

  • Market Value $452.315 Million
  • Prior Market Value $370.491 Million
  • New Purchases8 stocks
  • Additional Purchases61 stocks
  • Sold out of2 stocks
  • Reduced holdings in41 stocks
  • Top 10 Holdings % 38.15 %
  • Turnover % [1]:6.62%
  • Turnover Alt % [2]: 3.09 %
  • Time Held Top20:26.20 quarters
  • Time Held Top10:20.50 quarters
  • Time Held All:32.83 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-08-14

Performance for Q2 2020: 13.43%
Performance Last 4 Quarters: 16.21%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

J.W.BURNS & COMPANY, INC.
5789 WIDEWATERS PARKWAY
DEWITT NY    13214
Country: United States

Business Phone: 315-449-1341
Fax: 315-449-1349
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: NY
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 1081
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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BURNS J W & CO INC

ownership team - last updated 2020-05-22
Name Title Start Date Direct/Indirect % Ownership
BURNS, JAMES, C OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2012-12-01
BURNS J W & CO INC OWNER/PRESIDENT/CEO direct 1999-02-01 2001-01-31
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR direct 1999-02-01 2005-03-08
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1999-02-01 2009-12-22
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2010-06-01 2014-06-04
BUNITSKY, PETER, N CORPORATE SECRETARY/ TREASURER/DIRECTOR 09/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BURNS J W & CO INC CORPORATE SECRETARY/ TREASURER/DIRECTOR direct 1990-09-01

BURNS J W & CO INC

ownership team - last updated 2020-02-04
Name Title Start Date Direct/Indirect % Ownership

BURNS J W & CO INC

ownership team - last updated 2019-12-12
Name Title Start Date Direct/Indirect % Ownership
BURNS, JAMES, C OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2012-12-01
BURNS J W & CO INC OWNER/PRESIDENT/CEO direct 1999-02-01 2001-01-31
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR direct 1999-02-01 2005-03-08
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1999-02-01 2009-12-22
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2010-06-01 2014-06-04
BUNITSKY, PETER, N CORPORATE SECRETARY/ TREASURER/DIRECTOR 09/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BURNS J W & CO INC CORPORATE SECRETARY/ TREASURER/DIRECTOR direct 1990-09-01

BURNS J W & CO INC

ownership team - last updated 2019-01-29
Name Title Start Date Direct/Indirect % Ownership
BURNS, JAMES, C OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2012-12-01
BURNS J W & CO INC OWNER/PRESIDENT/CEO direct 1999-02-01 2001-01-31
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR direct 1999-02-01 2005-03-08
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1999-02-01 2009-12-22
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2010-06-01 2014-06-04
BUNITSKY, PETER, N CORPORATE SECRETARY/ TREASURER/DIRECTOR 09/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BURNS J W & CO INC CORPORATE SECRETARY/ TREASURER/DIRECTOR direct 1990-09-01

BURNS J W & CO INC

ownership team - last updated 2018-12-03
Name Title Start Date Direct/Indirect % Ownership
BURNS, JAMES, C OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2012-12-01
BURNS J W & CO INC OWNER/PRESIDENT/CEO direct 1999-02-01 2001-01-31
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR direct 1999-02-01 2005-03-08
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1999-02-01 2009-12-22
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2010-06-01 2014-06-04
BUNITSKY, PETER, N CORPORATE SECRETARY/ TREASURER/DIRECTOR 09/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BURNS J W & CO INC CORPORATE SECRETARY/ TREASURER/DIRECTOR direct 1990-09-01

BURNS J W & CO INC

ownership team - last updated 2017-12-05
Name Title Start Date Direct/Indirect % Ownership
BURNS, JAMES, C OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER 12/01/2012 Direct 75% or more
Fund Name Position direct/indirect start date end date
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2012-12-01
BURNS J W & CO INC OWNER/PRESIDENT/CEO direct 1999-02-01 2001-01-31
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR direct 1999-02-01 2005-03-08
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 1999-02-01 2009-12-22
BURNS J W & CO INC OWNER/PRESIDENT/CEO/DIRECTOR/CHIEF COMPLIANCE OFFICER direct 2010-06-01 2014-06-04
BUNITSKY, PETER, N CORPORATE SECRETARY/ TREASURER/DIRECTOR 09/01/1990 Direct less than 5%
Fund Name Position direct/indirect start date end date
BURNS J W & CO INC CORPORATE SECRETARY/ TREASURER/DIRECTOR direct 1990-09-01

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