BWA

Brave Warrior Advisors Portfolio holdings

AUM $4.31B
1-Year Est. Return 9.61%
This Quarter Est. Return
1 Year Est. Return
+9.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.86B
AUM Growth
-$57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$154M
2 +$114M
3 +$84.2M
4
ATH
Athene Holding Ltd. Class A Common Shares
ATH
+$29.6M
5
PRI icon
Primerica
PRI
+$4.39M

Top Sells

1 +$325M
2 +$94.5M
3 +$39.5M
4
JPM icon
JPMorgan Chase
JPM
+$28.7M
5
RJF icon
Raymond James Financial
RJF
+$15.8M

Sector Composition

1 Financials 64.35%
2 Healthcare 26.26%
3 Consumer Discretionary 8.34%
4 Energy 0.89%
5 Communication Services 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-558
27
-6,000