BRAUN STACEY ASSOCIATES INC 13F Portfolio
BRAUN STACEY ASSOCIATES INC runs BRAUN STACEY ASSOCIATES INC and currently holds 113 stock positions, which is fewer than the average of 231 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 #269 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%.
Portfolio Value
$3.53B
Alpha Score
78.8
#269 of 1000
Holdings
113
BRAUN STACEY ASSOCIATES INC Current 13F Holdings
Reported holdings from BRAUN STACEY ASSOCIATES INC's latest SEC 13F filing, ranked by portfolio weight.
113 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 6.33% | $25.73 | $229.28 | +791.10% | Trimmed -0.20% |
 AAPL APPLE INC | 5.45% | $114.60 | $336.68 | +193.79% | Added +1.90% |
 MSFT MICROSOFT CORP | 3.60% | $186.71 | $535.07 | +186.58% | Trimmed -0.24% |
 GOOGL ALPHABET INC CAP STOCK CL A | 3.32% | $125.09 | $351.66 | +181.13% | Added +3.32% |
 MU MICRON TECHNOLOGY INC | 3.13% | $79.12 | $1,029.00 | +1,200.56% | Trimmed -33.07% |
 AMZN AMAZON.COM INC | 3.12% | $96.53 | $262.43 | +171.86% | Added +3.00% |
 WDC WESTERN DIGITAL CORP | 2.81% | $120.06 | $397.28 | +230.90% | Trimmed -25.33% |
 AVGO BROADCOM INC | 2.15% | $152.92 | $361.54 | +136.42% | Trimmed -12.20% |
 VRT VERTIV HOLDINGS CO CL A | 1.93% | $23.09 | $242.73 | +951.23% | Trimmed -15.61% |
 LRCX LAM RESEARCH CORP NEW | 1.91% | $72.23 | $318.84 | +341.42% | Trimmed -3.43% |
Showing 1-10 of 113