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
$1.75B
AUM Growth
-$660M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$36.5M
2 +$31.5M
3 +$17.7M
4
AZO icon
AutoZone
AZO
+$16.6M
5
TRV icon
Travelers Companies
TRV
+$16M

Top Sells

1 +$22.7M
2 +$19M
3 +$18.6M
4
ALL icon
Allstate
ALL
+$17.6M
5
INMD icon
InMode
INMD
+$16.8M

Sector Composition

1 Technology 23.04%
2 Healthcare 15.56%
3 Financials 11.75%
4 Communication Services 9.86%
5 Consumer Staples 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-183,371