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
$4.02B
AUM Growth
-$801M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$83M
2
+$53M
3
+$21.8M
4
OMF icon
OneMain Financial
OMF
+$1.85M
5
ICLR icon
Icon
ICLR
+$629K

Top Sells

1
+$284M
2
+$165M
3
+$161M
4
LAD icon
Lithia Motors
LAD
+$86.5M
5
ELV icon
Elevance Health
ELV
+$4.22M

Sector Composition

1 Financials 40.29%
2 Consumer Discretionary 20.38%
3 Healthcare 15.01%
4 Technology 12.11%
5 Industrials 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$307K 0.01%
1,400
27
$267K 0.01%
+1,500
28
$252K 0.01%
499
29
$223K 0.01%
471
30
$222K 0.01%
422
31
– –
-2,277,466
32
– –
-7,126
33
– –
-401
34
– –
-1,010
1
2