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Home > Institutional Investor > Braun Stacey Associates Inc > Profile

Instuitional Investor - Braun Stacey Associates Inc

Fund Profile
Filing Period:
Fund Name: Braun Stacey Associates Inc
Portfolio Value $2,236,814,156
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 352,135 $132,417,586 5.91%
2.
Apple Inc.
 AAPL 657,032 $126,499,172 5.65%
3.
Amazon Com Inc
 AMZN 517,535 $78,634,709 3.51%
4.
Nvidia Corp
 NVDA 1,340,640 $66,391,511 2.96%
5.
Meta Platforms Inc.
 META 143,758 $50,884,869 2.27%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)