BSA

Braun Stacey Associates Portfolio holdings

AUM $3.05B
1-Year Est. Return 46.94%
This Quarter Est. Return
1 Year Est. Return
+46.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.63B
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$23.1M
3 +$22.9M
4
WEC icon
WEC Energy
WEC
+$22.5M
5
BRBR icon
BellRing Brands
BRBR
+$18.7M

Top Sells

1 +$439M
2 +$30.5M
3 +$23.1M
4
CDNS icon
Cadence Design Systems
CDNS
+$21.8M
5
GEV icon
GE Vernova
GEV
+$21.5M

Sector Composition

1 Technology 29.89%
2 Financials 13.22%
3 Healthcare 11.64%
4 Communication Services 11.24%
5 Consumer Discretionary 9.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-28,224
127
-4,949