BWA

Brave Warrior Advisors Portfolio holdings

AUM $4.27B
1-Year Est. Return 14.13%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.78B
AUM Growth
+$589M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$318M
2
+$120M
3
+$117M
4
DFS
Discover Financial Services
DFS
+$77.6M
5
LEN icon
Lennar Class A
LEN
+$68.8M

Top Sells

1
+$238M
2
+$73.8M
3
+$64.5M
4
ABG icon
Asbury Automotive
ABG
+$62.6M
5
ELV icon
Elevance Health
ELV
+$55.1M

Sector Composition

1 Financials 56.55%
2 Healthcare 17.89%
3 Consumer Discretionary 14.53%
4 Technology 7.25%
5 Energy 3.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$302K 0.01%
610
27
$301K 0.01%
1,194
28
$221K ﹤0.01%
525
-500
29
$203K ﹤0.01%
+422
30
– –
-278,367
31
– –
-10,000
32
– –
-2,137,186
1
2