BRAUN STACEY ASSOCIATES INC
BRAUN STACEY ASSOCIATES INC runs BRAUN STACEY ASSOCIATES INC and currently holds 113 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $3.53B. Their top holdings are NVDA, AAPL, MSFT, GOOGL, MU. The top five represent 21.8% of reported portfolio weight. BRAUN STACEY ASSOCIATES INC ranks #274 out of 1000 investors tracked by Alpha Score. In the most recent quarter, BRAUN STACEY ASSOCIATES INC initiated 10 new positions. They added to 38 existing positions. They trimmed 44 positions. Their current best-performing preview position is MU with returns of +241.67%.
113 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
NVDA NVIDIA CORPORATION | 6.33% | $25.73 | $214.76 | +734.67% | Trimmed -0.20% |
AAPL APPLE INC | 5.45% | $114.60 | $309.35 | +169.94% | Added +1.90% |
MSFT MICROSOFT CORP | 3.60% | $186.71 | $483.24 | +158.82% | Trimmed -0.24% |
GOOGL ALPHABET INC CAP STOCK CL A | 3.32% | $125.09 | $344.82 | +175.66% | Added +3.32% |
MU MICRON TECHNOLOGY INC | 3.13% | $79.12 | $966.78 | +1,121.92% | Trimmed -33.07% |
AMZN AMAZON.COM INC | 3.12% | $96.53 | $258.63 | +167.93% | Added +3.00% |
WDC WESTERN DIGITAL CORP | 2.81% | $120.06 | $459.44 | +282.68% | Trimmed -25.33% |
AVGO BROADCOM INC | 2.15% | $152.92 | $368.45 | +140.94% | Trimmed -12.20% |
VRT VERTIV HOLDINGS CO CL A | 1.93% | $23.09 | $262.00 | +1,034.69% | Trimmed -15.61% |
LRCX LAM RESEARCH CORP NEW | 1.91% | $72.23 | $314.00 | +334.72% | Trimmed -3.43% |
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