BSA
Braun Stacey Associates Portfolio holdings
AUM $2.45B
This Quarter Return
-0.12%
1 Year Return
+24.57%
3 Year Return
+105.21%
5 Year Return
+379.4%
10 Year Return
+855.77%
AUM
$2.45B
AUM Growth
-$233M (-9%)
Cap. Flow
-$110M
Cap. Flow % of AUM
-4.5%
Top 10 Holdings %Top 10 Hldgs %
31.93%
Holding
124
New
8
Increased
32
Reduced
69
Closed
8
Top Buys
1 | $23.3M | |
2 | $16.5M | |
3 | $12.5M | |
4 | $11M | |
5 | $9.18M |
Top Sells
1 | $25.2M | |
2 | $24M | |
3 | $19.4M | |
4 | $18.2M | |
5 | $16.8M |
Sector Composition
1 | Technology | 25.89% |
2 | Financials | 14.68% |
3 | Healthcare | 12.25% |
4 | Communication Services | 11.39% |
5 | Consumer Discretionary | 9.56% |