BRAUN STACEY ASSOCIATES INC Diversified Active

CIK: 0000872080 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Oct 29, 2018

Total Value ($000): $1,564,811 (100.0% shares, 0.0% debt)

Holdings (121)

AAPL APPLE INC 4.3%
Value ($000) $67,328 Shares 298,256 Est. Cost $26.54 Unrealized +85.6%
MSFT MICROSOFT 3.1%
Value ($000) $47,731 Shares 417,343 Est. Cost $33.64 Unrealized +199.7%
AMZN AMAZON COM INC COM 2.7%
Value ($000) $42,954 Shares 21,445 Est. Cost $46.64 Unrealized +101.6%
JPM JPMORGAN CHASE & CO 1.9%
Value ($000) $29,396 Shares 260,510 Est. Cost $40.64 Unrealized +127.9%
MA MASTERCARD INC CL A 1.6%
Value ($000) $24,970 Shares 112,171 Est. Cost $76.49 Unrealized +161.9%
BAC BANK AMER CORP 1.5%
Value ($000) $23,132 Shares 785,220 Est. Cost $15.86 Unrealized +60.6%
DIS WALT DISNEY CO 1.4%
Value ($000) $22,065 Shares 188,683 Est. Cost $81.74 Unrealized +30.4%
EOG EOG RES INC COM 1.4%
Value ($000) $21,905 Shares 171,706 Est. Cost $56.62 Unrealized +61.4%
HD HOME DEPOT INC 1.3%
Value ($000) $21,053 Shares 101,628 Est. Cost $70.69 Unrealized +137.6%
CME CME GROUP INC COM 1.3%
Value ($000) $20,359 Shares 119,612 Est. Cost $58.44 Unrealized +120.9%
TTD THE TRADE DESK INC COM CL A 1.3%
Value ($000) $20,112 Shares 133,267 Est. Cost $3.54 Unrealized +234.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL 1.3%
Value ($000) $19,914 Shares 93,006 Est. Cost $154.87 Unrealized +32.5%
XPO XPO LOGISTICS INC COM 1.3%
Value ($000) $19,793 Shares 173,365 Est. Cost $33.60 Unrealized +8.3%
UNH UNITEDHEALTH GROUP INC 1.3%
Value ($000) $19,772 Shares 74,320 Est. Cost $129.71 Unrealized +77.8%
FANG DIAMONDBACK ENERGY INC COM 1.2%
Value ($000) $19,521 Shares 144,397 Est. Cost $74.17 Unrealized +33.2%
CVX CHEVRON CORP 1.2%
Value ($000) $19,407 Shares 158,705 Est. Cost $68.95 Unrealized +27.5%
ZBRA ZEBRA TECHNOLOGIES CORP CL A 1.2%
Value ($000) $19,249 Shares 108,851 Est. Cost $101.47 Unrealized +57.9%
BURL BURLINGTON STORES INC COM 1.2%
Value ($000) $19,141 Shares 117,485 Est. Cost $79.05 Unrealized +101.8%
MRK MERCK & COMPANY 1.2%
Value ($000) $19,106 Shares 269,329 Est. Cost $34.05 Unrealized +48.7%
BA BOEING CO 1.2%
Value ($000) $19,084 Shares 51,315 Est. Cost $165.06 Unrealized +105.4%
RCL ROYAL CARIBBEAN CRUISES LTD CO 1.2%
Value ($000) $18,975 Shares 146,033 Est. Cost $108.51 Unrealized +1.4%
NBIX NEUROCRINE BIOSCIENCES INC COM 1.2%
Value ($000) $18,759 Shares 152,574 Est. Cost $90.56 Unrealized +25.3%
TABULA RASA HEALTHCARE INC COM 1.2%
Value ($000) $18,586 Shares 228,917 Est. Cost $55.46 Unrealized
CSX CSX CORP 1.1%
Value ($000) $17,517 Shares 236,551 Est. Cost $8.23 Unrealized +162.1%
GOOGL ALPHABET CLASS A 1.1%
Value ($000) $17,474 Shares 14,476 Est. Cost $36.73 Unrealized +63.6%
COP CONOCOPHILLIPS 1.1%
Value ($000) $17,298 Shares 223,495 Est. Cost $56.36 Unrealized 0.0%
NOW SERVICENOW INC COM 1.1%
Value ($000) $17,286 Shares 88,361 Est. Cost $30.87 Unrealized +22.5%
ELV ANTHEM INC COM 1.1%
Value ($000) $17,259 Shares 62,976 Est. Cost $119.09 Unrealized +97.8%
ZTS ZOETIS INC CL A 1.1%
Value ($000) $17,225 Shares 188,126 Est. Cost $50.88 Unrealized +64.4%
CAT CATERPILLAR INC 1.1%
Value ($000) $16,937 Shares 111,072 Est. Cost $96.56 Unrealized +24.8%
C CITIGROUP INC 1.1%
Value ($000) $16,853 Shares 234,926 Est. Cost $39.23 Unrealized +39.6%
TMUS T MOBILE US INC COM 1.1%
Value ($000) $16,777 Shares 239,062 Est. Cost $51.41 Unrealized +20.7%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $16,734 Shares 121,109 Est. Cost $64.46 Unrealized +67.6%
CMA COMERICA INC COM 1.1%
Value ($000) $16,733 Shares 185,515 Est. Cost $49.00 Unrealized +37.5%
CSCO CISCO SYS INC 1.1%
Value ($000) $16,733 Shares 343,960 Est. Cost $33.59 Unrealized +7.3%
IQV IQVIA HOLDINGS INC 1.1%
Value ($000) $16,660 Shares 128,410 Est. Cost $101.80 Unrealized +18.0%
WEX WEX INC COM 1.1%
Value ($000) $16,650 Shares 82,939 Est. Cost $132.67 Unrealized +44.5%
IAC INTERACTIVECORP 1.0%
Value ($000) $16,315 Shares 75,280 Est. Cost $177.02 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 1.0%
Value ($000) $16,005 Shares 65,576 Est. Cost $133.43 Unrealized +69.1%
STZ CONSTELLATION BRANDS INC 1.0%
Value ($000) $15,880 Shares 73,650 Est. Cost $100.42 Unrealized +87.8%
ALEXION PHARMACEUTICALS INC CO 1.0%
Value ($000) $15,857 Shares 114,072 Est. Cost $113.85 Unrealized
GS GOLDMAN SACHS GROUP INC COM 1.0%
Value ($000) $15,432 Shares 68,819 Est. Cost $139.88 Unrealized +40.4%
GOOG ALPHABET CLASS C 1.0%
Value ($000) $15,255 Shares 12,782 Est. Cost $35.93 Unrealized +65.5%
NEE NEXTERA ENERGY INC COM 1.0%
Value ($000) $15,224 Shares 90,837 Est. Cost $17.01 Unrealized +108.4%
PINNACLE FOODS INC DEL COM 1.0%
Value ($000) $15,167 Shares 234,032 Est. Cost $57.86 Unrealized
E TRADE FINANCIAL CORP COM NEW 1.0%
Value ($000) $15,004 Shares 286,390 Est. Cost $59.71 Unrealized
PFE PFIZER INC 1.0%
Value ($000) $15,002 Shares 340,406 Est. Cost $18.44 Unrealized +50.0%
PTC PTC INC COM 1.0%
Value ($000) $14,942 Shares 140,704 Est. Cost $97.72 Unrealized 0.0%
ALL ALLSTATE CORP 0.9%
Value ($000) $14,655 Shares 148,472 Est. Cost $60.77 Unrealized +35.0%
TTWO TAKE-TWO INTERACTIVE SOFTWARCO 0.9%
Value ($000) $14,635 Shares 106,059 Est. Cost $127.59 Unrealized 0.0%
DHR DANAHER CORP SHS BEN INT 0.9%
Value ($000) $14,536 Shares 133,773 Est. Cost $37.60 Unrealized +134.1%
INTC INTEL CORP 0.9%
Value ($000) $14,428 Shares 305,088 Est. Cost $36.54 Unrealized +13.6%
OMCL OMNICELL INC COM 0.9%
Value ($000) $14,098 Shares 196,085 Est. Cost $50.78 Unrealized +24.0%
WM WASTE MGMT INC DEL COM 0.9%
Value ($000) $14,058 Shares 155,575 Est. Cost $45.94 Unrealized +70.4%
EL LAUDER ESTEE COS INC CL A 0.9%
Value ($000) $13,899 Shares 95,643 Est. Cost $127.07 Unrealized -0.5%
COST COSTCO WHSL CORP NEW 0.9%
Value ($000) $13,749 Shares 58,535 Est. Cost $147.10 Unrealized +38.1%
LMT LOCKHEED MARTIN CORP COM 0.9%
Value ($000) $13,730 Shares 39,688 Est. Cost $124.05 Unrealized +113.0%
HON HONEYWELL INTL INC COM 0.9%
Value ($000) $13,426 Shares 80,684 Est. Cost $87.22 Unrealized +39.4%
CTAS CINTAS CORP COM 0.8%
Value ($000) $13,195 Shares 66,703 Est. Cost $41.86 Unrealized +14.2%
CHGG CHEGG INC COM 0.8%
Value ($000) $12,895 Shares 453,560 Est. Cost $26.81 Unrealized +11.1%
TRV TRAVELERS COMPANIES INC 0.8%
Value ($000) $12,894 Shares 99,406 Est. Cost $110.85 Unrealized -0.9%
DOWDUPONT INC 0.8%
Value ($000) $12,696 Shares 197,428 Est. Cost $69.13 Unrealized
STLD STEEL DYNAMICS INC COM 0.8%
Value ($000) $12,672 Shares 280,422 Est. Cost $39.05 Unrealized +0.7%
MNST MONSTER BEVERAGE CORP NEW COM 0.8%
Value ($000) $12,650 Shares 217,065 Est. Cost $30.13 Unrealized -0.2%
DE DEERE & CO COM 0.8%
Value ($000) $12,115 Shares 80,591 Est. Cost $82.33 Unrealized +56.2%
CADENCE BANCORPORATION CL A 0.8%
Value ($000) $11,999 Shares 459,390 Est. Cost $28.87 Unrealized
BLACKROCK INC COM 0.7%
Value ($000) $11,679 Shares 24,778 Est. Cost $177078.72 Unrealized
AMT AMERICAN TOWER REIT COM 0.7%
Value ($000) $11,646 Shares 80,147 Est. Cost $68.23 Unrealized +77.0%
LDOS LEIDOS HLDGS INC COM 0.7%
Value ($000) $11,482 Shares 166,023 Est. Cost $41.45 Unrealized +47.4%
FIS FIDELITY NATL INFORMATION SVCO 0.7%
Value ($000) $11,215 Shares 102,822 Est. Cost $69.66 Unrealized +34.8%
CMCSA COMCAST CORP NEW COM CL A 0.7%
Value ($000) $11,172 Shares 315,515 Est. Cost $27.94 Unrealized +5.0%
BCO BRINKS CO COM 0.7%
Value ($000) $11,059 Shares 158,546 Est. Cost $69.55 Unrealized +2.3%
HST HOST MARRIOTT CORP NEW COM 0.7%
Value ($000) $10,985 Shares 520,604 Est. Cost $14.74 Unrealized +8.5%
VZ VERIZON COMMUNICATIONS 0.7%
Value ($000) $10,798 Shares 202,242 Est. Cost $27.73 Unrealized +28.5%
ABBV ABBVIE INC COM 0.7%
Value ($000) $10,752 Shares 113,676 Est. Cost $59.42 Unrealized +16.4%
PEP PEPSICO INC 0.7%
Value ($000) $10,637 Shares 95,143 Est. Cost $62.66 Unrealized +44.1%
ROP ROPER INDS INC NEW COM 0.7%
Value ($000) $10,607 Shares 35,809 Est. Cost $270.57 Unrealized +4.4%
MU MICRON TECHNOLOGY INC COM 0.7%
Value ($000) $10,380 Shares 229,485 Est. Cost $18.50 Unrealized +166.0%
ADBE ADOBE SYS INC 0.7%
Value ($000) $10,354 Shares 38,354 Est. Cost $257.84 Unrealized 0.0%
SPG SIMON PPTY GROUP INC NEW 0.7%
Value ($000) $10,199 Shares 57,701 Est. Cost $118.34 Unrealized 0.0%
DXC DXC TECHNOLOGY CO COM 0.6%
Value ($000) $9,764 Shares 104,408 Est. Cost $84.72 Unrealized 0.0%
CAREER EDUCATION CORP COM 0.6%
Value ($000) $9,744 Shares 652,650 Est. Cost $14.93 Unrealized
PKG PACKAGING CORP AMER COM 0.6%
Value ($000) $9,541 Shares 86,980 Est. Cost $92.47 Unrealized -2.7%
WWW WOLVERINE WORLD WIDE INC 0.6%
Value ($000) $9,510 Shares 243,535 Est. Cost $31.71 Unrealized 0.0%
GUESS INC COM 0.6%
Value ($000) $9,389 Shares 415,477 Est. Cost $21.52 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.6%
Value ($000) $8,874 Shares 50,974 Est. Cost $46.91 Unrealized +4.3%
PG PROCTER & GAMBLE COMPANY 0.5%
Value ($000) $8,419 Shares 101,157 Est. Cost $61.77 Unrealized +9.7%
META FACEBOOK INC CL A 0.5%
Value ($000) $8,122 Shares 49,384 Est. Cost $79.37 Unrealized +126.5%
AEE AMEREN CORP COM 0.5%
Value ($000) $7,636 Shares 120,783 Est. Cost $49.15 Unrealized +3.9%
MO ALTRIA GROUP INC 0.5%
Value ($000) $7,487 Shares 124,147 Est. Cost $26.49 Unrealized +26.7%
BSX BOSTON SCIENTIFIC CORP COM 0.5%
Value ($000) $7,346 Shares 190,800 Est. Cost $19.74 Unrealized +77.0%
SUPN SUPERNUS PHARMACEUTICALS INCCO 0.5%
Value ($000) $7,110 Shares 141,216 Est. Cost $51.37 Unrealized -3.9%
ED CONSOLIDATED EDISON INC 0.4%
Value ($000) $6,966 Shares 91,429 Est. Cost $39.30 Unrealized +53.7%
TGT TARGET CORP 0.4%
Value ($000) $6,592 Shares 74,732 Est. Cost $65.99 Unrealized +3.0%
SPY SPDR TR UNIT SER 1 0.4%
Value ($000) $6,550 Shares 22,531 Est. Cost $134288.92 Unrealized
HAL HALLIBURTON CO COM 0.4%
Value ($000) $5,852 Shares 144,384 Est. Cost $42.92 Unrealized -17.1%
TLYS TILLYS INC CL A 0.3%
Value ($000) $5,220 Shares 275,430 Est. Cost $12.40 Unrealized 0.0%
T A T & T INC 0.3%
Value ($000) $4,972 Shares 148,062 Est. Cost $11.95 Unrealized +21.1%
VOO VANGUARD INDEX FDS S&P 500 ETF 0.3%
Value ($000) $4,784 Shares 17,912 Est. Cost $209.00 Unrealized
AWK AMERICAN WTR WKS CO INC NEW CO 0.3%
Value ($000) $4,621 Shares 52,535 Est. Cost $63.44 Unrealized +20.7%
KHC KRAFT HEINZ COMPANY 0.3%
Value ($000) $4,571 Shares 82,932 Est. Cost $56.44 Unrealized -25.9%
KMI KINDER MORGAN INC DEL COM 0.3%
Value ($000) $4,441 Shares 250,455 Est. Cost $11.69 Unrealized 0.0%
SLB SCHLUMBERGER 0.3%
Value ($000) $4,368 Shares 71,686 Est. Cost $56.82 Unrealized -8.4%
DUK DUKE ENERGY CORPORATION COM NE 0.3%
Value ($000) $4,200 Shares 52,488 Est. Cost $43.54 Unrealized +37.9%
BABA ALIBABA GROUP HLDG LTD SPONSOR 0.3%
Value ($000) $4,064 Shares 24,671 Est. Cost $138.55 Unrealized
NUE NUCOR CORP 0.2%
Value ($000) $2,880 Shares 45,388 Est. Cost $34.99 Unrealized +56.0%
V VISA INC COM CL A 0.2%
Value ($000) $2,589 Shares 17,250 Est. Cost $83.46 Unrealized +61.8%
MCD MCDONALDS CORP 0.1%
Value ($000) $2,309 Shares 13,800 Est. Cost $108.33 Unrealized +24.4%
MDY SPDR S&P MIDCAP 400 ETF TR UTS 0.1%
Value ($000) $2,121 Shares 5,773 Est. Cost $168928.78 Unrealized
MMM 3M CO 0.1%
Value ($000) $2,030 Shares 9,635 Est. Cost $107.75 Unrealized +22.7%
CAG CONAGRA INC 0.1%
Value ($000) $1,493 Shares 43,946 Est. Cost $26.89 Unrealized +1.6%
IBM I B M 0.1%
Value ($000) $1,032 Shares 6,825 Est. Cost $103.42 Unrealized -2.1%
XOM EXXON MOBIL CORP 0.1%
Value ($000) $935 Shares 10,990 Est. Cost $54.67 Unrealized +6.4%
IWF ISHARES TR RUSSELL1000GRW 0.0%
Value ($000) $705 Shares 4,517 Est. Cost $50722.43 Unrealized
RSP POWERSHARES EXCHANGE TRADED FD 0.0%
Value ($000) $692 Shares 6,475 Est. Cost $101.83 Unrealized
USB US BANCORP 0.0%
Value ($000) $526 Shares 9,965 Est. Cost $25.54 Unrealized +53.2%
AXP AMERICAN EXPRESS CO 0.0%
Value ($000) $410 Shares 3,850 Est. Cost $74.47 Unrealized +26.4%
IWD ISHARES TR RUSSELL1000VAL 0.0%
Value ($000) $372 Shares 2,936 Est. Cost $64676.34 Unrealized
XLF SECTOR SPDR TR SBI FINL 0.0%
Value ($000) $267 Shares 9,699 Est. Cost $12238.72 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $246 Shares 5,275 Est. Cost $39.73 Unrealized -2.0%
EA ELECTRONIC ARTS INC COM 0.0%
Value ($000) $235 Shares 1,950 Est. Cost $83.06 Unrealized +50.9%