BRAUN STACEY ASSOCIATES INC Diversified Active

CIK: 0000872080 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 27, 2020

Total Value ($000): $1,870,417 (100.0% shares, 0.0% debt)

Holdings (127)

AAPL APPLE INC 5.4%
Value ($000) $100,773 Shares 870,160 Est. Cost $84.78 Unrealized +25.0%
MSFT MICROSOFT 4.7%
Value ($000) $88,815 Shares 422,265 Est. Cost $41.84 Unrealized +379.9%
AMZN AMAZON COM INC COM 3.9%
Value ($000) $72,563 Shares 23,045 Est. Cost $52.42 Unrealized +200.8%
TTD THE TRADE DESK INC COM CL A 2.6%
Value ($000) $48,294 Shares 93,093 Est. Cost $4.01 Unrealized +1037.8%
NVDA NVIDIA CORP COM 1.7%
Value ($000) $31,774 Shares 58,707 Est. Cost $7.65 Unrealized +51.5%
NOW SERVICENOW INC COM 1.7%
Value ($000) $31,242 Shares 64,416 Est. Cost $30.87 Unrealized +189.4%
MA MASTERCARD INC CL A 1.6%
Value ($000) $30,482 Shares 90,139 Est. Cost $76.49 Unrealized +312.7%
GOOGL ALPHABET CLASS A 1.5%
Value ($000) $27,609 Shares 18,838 Est. Cost $43.46 Unrealized +74.0%
JPM JPMORGAN CHASE & CO 1.4%
Value ($000) $26,550 Shares 275,787 Est. Cost $48.48 Unrealized +76.2%
GOOG ALPHABET CLASS C 1.4%
Value ($000) $25,467 Shares 17,329 Est. Cost $42.75 Unrealized +77.1%
LAM RESEARCH CORP COM 1.3%
Value ($000) $25,030 Shares 75,449 Est. Cost $295.94 Unrealized
QCOM QUALCOMM INC 1.3%
Value ($000) $23,678 Shares 201,208 Est. Cost $93.02 Unrealized +2.3%
PG PROCTER & GAMBLE COMPANY 1.2%
Value ($000) $23,003 Shares 165,503 Est. Cost $70.05 Unrealized +66.1%
DHR DANAHER CORP SHS BEN INT 1.2%
Value ($000) $22,710 Shares 105,464 Est. Cost $41.14 Unrealized +322.3%
DIS WALT DISNEY CO 1.2%
Value ($000) $22,526 Shares 181,541 Est. Cost $86.06 Unrealized +41.9%
TMO THERMO FISHER SCIENTIFIC IN 1.1%
Value ($000) $21,218 Shares 48,058 Est. Cost $133.43 Unrealized +205.3%
ZTS ZOETIS INC CL A 1.1%
Value ($000) $21,021 Shares 127,119 Est. Cost $54.70 Unrealized +168.2%
UNH UNITEDHEALTH GROUP INC 1.1%
Value ($000) $21,020 Shares 67,423 Est. Cost $149.36 Unrealized +88.3%
CTAS CINTAS CORP COM 1.1%
Value ($000) $20,724 Shares 62,268 Est. Cost $44.15 Unrealized +65.1%
ADBE ADOBE SYS INC 1.1%
Value ($000) $20,526 Shares 41,853 Est. Cost $373.47 Unrealized +24.6%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $19,900 Shares 133,664 Est. Cost $78.72 Unrealized +61.3%
META FACEBOOK INC CL A 1.1%
Value ($000) $19,841 Shares 75,759 Est. Cost $207.14 Unrealized +23.6%
TMUS T MOBILE US INC COM 1.1%
Value ($000) $19,685 Shares 172,139 Est. Cost $51.41 Unrealized +108.3%
CRNC CERENCE INC COM 1.0%
Value ($000) $19,557 Shares 400,185 Est. Cost $25.93 Unrealized +85.2%
HD HOME DEPOT INC 1.0%
Value ($000) $19,497 Shares 70,206 Est. Cost $70.69 Unrealized +236.2%
DE DEERE & CO COM 1.0%
Value ($000) $19,226 Shares 86,750 Est. Cost $89.37 Unrealized +101.2%
MRK MERCK & COMPANY 1.0%
Value ($000) $19,176 Shares 231,185 Est. Cost $35.45 Unrealized +86.0%
NEE NEXTERA ENERGY INC COM 1.0%
Value ($000) $18,983 Shares 273,567 Est. Cost $49.56 Unrealized +21.6%
BMY BRISTOL MYERS SQUIBB CO 1.0%
Value ($000) $18,881 Shares 313,165 Est. Cost $45.25 Unrealized +7.4%
UNP UNION PAC CORP 1.0%
Value ($000) $18,649 Shares 94,728 Est. Cost $144.29 Unrealized +14.3%
PEP PEPSICO INC 1.0%
Value ($000) $18,495 Shares 133,440 Est. Cost $75.98 Unrealized +51.6%
BAC BANK AMER CORP 1.0%
Value ($000) $18,149 Shares 753,392 Est. Cost $16.67 Unrealized +30.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.0%
Value ($000) $18,135 Shares 85,168 Est. Cost $156.56 Unrealized +30.7%
COST COSTCO WHSL CORP NEW 1.0%
Value ($000) $18,119 Shares 51,039 Est. Cost $149.26 Unrealized +107.1%
KMB KIMBERLY CLARK CORP COM 1.0%
Value ($000) $17,791 Shares 120,485 Est. Cost $89.96 Unrealized +37.3%
VRTX VERTEX PHARMACEUTICALS INC 1.0%
Value ($000) $17,772 Shares 65,312 Est. Cost $233.88 Unrealized +18.0%
BX BLACKSTONE GROUP INC COM CL 0.9%
Value ($000) $17,638 Shares 337,908 Est. Cost $42.42 Unrealized +4.9%
DHI D R HORTON INC COM 0.9%
Value ($000) $17,178 Shares 227,127 Est. Cost $64.70 Unrealized 0.0%
AME AMETEK INC NEW COM 0.9%
Value ($000) $16,929 Shares 170,308 Est. Cost $74.19 Unrealized +25.8%
RNG RINGCENTRAL INC CL A 0.9%
Value ($000) $16,885 Shares 61,485 Est. Cost $167.22 Unrealized +66.1%
LMT LOCKHEED MARTIN CORP COM 0.9%
Value ($000) $16,794 Shares 43,819 Est. Cost $178.42 Unrealized +84.4%
APPS DIGITAL TURBINE INC COM NEW 0.9%
Value ($000) $16,555 Shares 505,651 Est. Cost $21.54 Unrealized 0.0%
CMCSA COMCAST CORP NEW COM CL A 0.9%
Value ($000) $16,410 Shares 354,733 Est. Cost $29.17 Unrealized +29.0%
FIS FIDELITY NATL INFORMATION S 0.9%
Value ($000) $16,355 Shares 111,102 Est. Cost $76.85 Unrealized +67.6%
EL LAUDER ESTEE COS INC CL A 0.9%
Value ($000) $16,293 Shares 74,653 Est. Cost $133.98 Unrealized +42.4%
VZ VERIZON COMMUNICATIONS 0.9%
Value ($000) $16,286 Shares 273,750 Est. Cost $31.00 Unrealized +37.3%
FMC F M C CORP COM NEW 0.9%
Value ($000) $16,074 Shares 151,769 Est. Cost $78.26 Unrealized +16.0%
AMT AMERICAN TOWER REIT COM 0.9%
Value ($000) $16,051 Shares 66,399 Est. Cost $72.49 Unrealized +199.0%
MU MICRON TECHNOLOGY INC COM 0.9%
Value ($000) $15,978 Shares 340,262 Est. Cost $31.60 Unrealized +49.5%
STZ CONSTELLATION BRANDS INC 0.9%
Value ($000) $15,932 Shares 84,070 Est. Cost $138.85 Unrealized +20.3%
DOW DOW INC COM 0.8%
Value ($000) $15,784 Shares 335,462 Est. Cost $34.77 Unrealized -3.7%
TTWO TAKE-TWO INTERACTIVE SOFTWA 0.8%
Value ($000) $15,667 Shares 94,823 Est. Cost $125.28 Unrealized +29.6%
KEYS KEYSIGHT TECHNOLOGIES INC C 0.8%
Value ($000) $15,662 Shares 158,554 Est. Cost $78.99 Unrealized +24.3%
C CITIGROUP INC 0.8%
Value ($000) $15,431 Shares 357,936 Est. Cost $42.74 Unrealized -4.0%
CAT CATERPILLAR INC 0.8%
Value ($000) $15,071 Shares 101,041 Est. Cost $102.99 Unrealized +23.1%
TGT TARGET CORP 0.8%
Value ($000) $15,044 Shares 95,561 Est. Cost $65.46 Unrealized +81.3%
ARE ALEXANDRIA REAL ESTATE EQ I 0.8%
Value ($000) $14,828 Shares 92,674 Est. Cost $117.67 Unrealized +14.0%
BLACKROCK INC COM 0.8%
Value ($000) $14,782 Shares 26,230 Est. Cost $111078.27 Unrealized
TFX TELEFLEX INC COM 0.8%
Value ($000) $14,719 Shares 43,237 Est. Cost $297.58 Unrealized +20.3%
XPO XPO LOGISTICS INC COM 0.8%
Value ($000) $14,489 Shares 171,147 Est. Cost $26.98 Unrealized +6.6%
MTCH MATCH GROUP INC NEW COM 0.8%
Value ($000) $14,449 Shares 130,586 Est. Cost $103.47 Unrealized 0.0%
CHGG CHEGG INC COM 0.8%
Value ($000) $14,264 Shares 199,661 Est. Cost $26.82 Unrealized +174.6%
CYRX CRYOPORT INC 0.7%
Value ($000) $13,965 Shares 294,612 Est. Cost $24.37 Unrealized +66.2%
IQV IQVIA HOLDINGS INC 0.7%
Value ($000) $13,892 Shares 88,133 Est. Cost $110.36 Unrealized +42.0%
CVS CVS CORP 0.7%
Value ($000) $13,873 Shares 237,562 Est. Cost $57.78 Unrealized -9.3%
JACOBS ENGR GROUP INC DEL C 0.7%
Value ($000) $13,752 Shares 148,242 Est. Cost $60.06 Unrealized
NUE NUCOR CORP 0.7%
Value ($000) $13,465 Shares 300,173 Est. Cost $40.31 Unrealized 0.0%
GS GOLDMAN SACHS GROUP INC COM 0.7%
Value ($000) $13,359 Shares 66,474 Est. Cost $153.80 Unrealized +16.4%
LULU LULULEMON ATHLETICA INC COM 0.7%
Value ($000) $13,236 Shares 40,187 Est. Cost $157.08 Unrealized +112.5%
BBY BEST BUY INC COM 0.7%
Value ($000) $13,138 Shares 118,047 Est. Cost $59.93 Unrealized +36.5%
ALL ALLSTATE CORP 0.7%
Value ($000) $13,000 Shares 138,096 Est. Cost $63.64 Unrealized +28.5%
VRT VERTIV HOLDINGS CO COM CL A 0.7%
Value ($000) $12,960 Shares 748,288 Est. Cost $15.58 Unrealized 0.0%
AEE AMEREN CORP COM 0.7%
Value ($000) $12,889 Shares 162,983 Est. Cost $52.93 Unrealized +26.6%
BSX BOSTON SCIENTIFIC CORP COM 0.7%
Value ($000) $12,849 Shares 336,282 Est. Cost $28.81 Unrealized +33.7%
ALEXION PHARMACEUTICALS INC 0.7%
Value ($000) $12,675 Shares 110,768 Est. Cost $115.76 Unrealized
ROP ROPER INDS INC NEW COM 0.6%
Value ($000) $12,097 Shares 30,616 Est. Cost $323.82 Unrealized +24.4%
AWK AMERICAN WTR WKS CO INC NEW 0.6%
Value ($000) $11,863 Shares 81,883 Est. Cost $80.38 Unrealized +59.1%
BURL BURLINGTON STORES INC COM 0.6%
Value ($000) $11,632 Shares 56,440 Est. Cost $100.45 Unrealized +93.9%
XEL XCEL ENERGY INC COM 0.6%
Value ($000) $11,584 Shares 167,865 Est. Cost $51.24 Unrealized +12.3%
CZR CAESARS ENTERTAINMENT INC N 0.6%
Value ($000) $11,446 Shares 204,173 Est. Cost $43.94 Unrealized 0.0%
CME CME GROUP INC COM 0.6%
Value ($000) $11,356 Shares 67,873 Est. Cost $66.29 Unrealized +105.6%
CVX CHEVRON CORP 0.6%
Value ($000) $11,123 Shares 154,485 Est. Cost $70.54 Unrealized -5.7%
T A T & T INC 0.6%
Value ($000) $11,118 Shares 389,983 Est. Cost $16.61 Unrealized -6.3%
SBUX STARBUCKS CORP 0.6%
Value ($000) $11,089 Shares 129,071 Est. Cost $67.54 Unrealized +4.8%
MS MORGAN STANLEY 0.6%
Value ($000) $10,925 Shares 225,958 Est. Cost $42.54 Unrealized 0.0%
KO COCA COLA CO 0.6%
Value ($000) $10,906 Shares 220,897 Est. Cost $44.09 Unrealized -7.5%
PFE PFIZER INC 0.6%
Value ($000) $10,754 Shares 293,021 Est. Cost $18.85 Unrealized +43.8%
ETN EATON CORP PLC SHS 0.6%
Value ($000) $10,741 Shares 105,272 Est. Cost $89.17 Unrealized 0.0%
KMI KINDER MORGAN INC DEL COM 0.5%
Value ($000) $10,016 Shares 812,333 Est. Cost $12.17 Unrealized -16.8%
ABBV ABBVIE INC COM 0.5%
Value ($000) $9,533 Shares 108,837 Est. Cost $68.74 Unrealized +11.0%
GL GLOBE LIFE INC COM 0.5%
Value ($000) $9,279 Shares 116,133 Est. Cost $92.51 Unrealized -17.5%
WEN WENDYS CO COM 0.5%
Value ($000) $9,143 Shares 410,080 Est. Cost $19.76 Unrealized +11.5%
HLF HERBALIFE LTD 0.5%
Value ($000) $9,119 Shares 195,492 Est. Cost $49.09 Unrealized 0.0%
WYNDHAM WORLDWIDE CORP COM 0.5%
Value ($000) $8,999 Shares 292,554 Est. Cost $29.16 Unrealized
COP CONOCOPHILLIPS 0.5%
Value ($000) $8,870 Shares 270,081 Est. Cost $51.24 Unrealized -39.1%
XOM EXXON MOBIL CORP 0.4%
Value ($000) $8,054 Shares 234,603 Est. Cost $50.90 Unrealized -36.5%
IAC INTERACTIVECORP NEW COM 0.4%
Value ($000) $7,907 Shares 66,011 Est. Cost $119.78 Unrealized
VOO VANGUARD INDEX FDS S&P 500 0.4%
Value ($000) $7,154 Shares 23,254 Est. Cost $225.63 Unrealized
ZBRA ZEBRA TECHNOLOGIES CORP CL 0.3%
Value ($000) $5,875 Shares 23,271 Est. Cost $102.47 Unrealized +162.7%
DLR DIGITAL RLTY TR INC COM 0.3%
Value ($000) $5,520 Shares 37,613 Est. Cost $116.37 Unrealized +6.7%
SPY SPDR TR UNIT SER 1 0.3%
Value ($000) $5,493 Shares 16,403 Est. Cost $134288.92 Unrealized
NXPI NXP SEMICONDUCTORS N V COM 0.3%
Value ($000) $4,965 Shares 39,783 Est. Cost $104.72 Unrealized +6.3%
USB US BANCORP 0.2%
Value ($000) $4,523 Shares 126,155 Est. Cost $40.52 Unrealized -28.6%
NKE NIKE INC CL B 0.2%
Value ($000) $3,320 Shares 26,445 Est. Cost $85.40 Unrealized +16.7%
HST HOST MARRIOTT CORP NEW COM 0.2%
Value ($000) $3,114 Shares 288,630 Est. Cost $9.13 Unrealized 0.0%
MDY SPDR S&P MIDCAP 400 ETF TR 0.1%
Value ($000) $1,538 Shares 4,540 Est. Cost $163878.61 Unrealized
V VISA INC COM CL A 0.1%
Value ($000) $1,464 Shares 7,320 Est. Cost $101.54 Unrealized +89.3%
SHW SHERWIN WILLIAMS CO COM 0.0%
Value ($000) $874 Shares 1,255 Est. Cost $186.62 Unrealized +11.6%
LDOS LEIDOS HLDGS INC COM 0.0%
Value ($000) $675 Shares 7,575 Est. Cost $44.55 Unrealized +88.9%
ITW ILLINOIS TOOL WKS INC 0.0%
Value ($000) $657 Shares 3,400 Est. Cost $145.76 Unrealized +14.8%
IBM I B M 0.0%
Value ($000) $614 Shares 5,050 Est. Cost $103.29 Unrealized -9.1%
HON HONEYWELL INTL INC COM 0.0%
Value ($000) $576 Shares 3,500 Est. Cost $90.81 Unrealized +46.7%
RSP POWERSHARES EXCHANGE TRADED 0.0%
Value ($000) $575 Shares 5,316 Est. Cost $101.83 Unrealized
IWF ISHARES TR RUSSELL1000GRW 0.0%
Value ($000) $562 Shares 2,591 Est. Cost $41083.63 Unrealized
CMI CUMMINS INC 0.0%
Value ($000) $560 Shares 2,650 Est. Cost $174.85 Unrealized 0.0%
MCD MCDONALDS CORP 0.0%
Value ($000) $505 Shares 2,300 Est. Cost $125.84 Unrealized +44.2%
TXN TEXAS INSTRS INC 0.0%
Value ($000) $459 Shares 3,215 Est. Cost $101.21 Unrealized +15.4%
WM WASTE MGMT INC DEL COM 0.0%
Value ($000) $359 Shares 3,175 Est. Cost $92.14 Unrealized +10.0%
GIS GENERAL MLS INC COM 0.0%
Value ($000) $347 Shares 5,625 Est. Cost $37.89 Unrealized +37.6%
LLY LILLY, ELI AND COMPANY 0.0%
Value ($000) $248 Shares 1,675 Est. Cost $143.90 Unrealized +1.3%
LDLAX LORD ABBETT INVT TR SH DURA 0.0%
Value ($000) $232 Shares 55,122 Est. Cost $4.21 Unrealized
DOV DOVER CORP COM 0.0%
Value ($000) $222 Shares 2,045 Est. Cost $99.71 Unrealized 0.0%
IWD ISHARES TR RUSSELL1000VAL 0.0%
Value ($000) $209 Shares 1,770 Est. Cost $112.61 Unrealized
WST WEST PHARMACEUTICAL SVSC IN 0.0%
Value ($000) $205 Shares 745 Est. Cost $261.19 Unrealized 0.0%
XLF SECTOR SPDR TR SBI FINL 0.0%
Value ($000) $202 Shares 8,399 Est. Cost $23.13 Unrealized
PBSMX PRUDENTIAL SHORT-TERM CORPO 0.0%
Value ($000) $168 Shares 14,811 Est. Cost $11.34 Unrealized
LALDX LORD ABBETT INVT TR SH DURA 0.0%
Value ($000) $166 Shares 39,851 Est. Cost $4.17 Unrealized