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BWA
Brave Warrior Advisors Portfolio holdings
AUM
$4.04B
1-Year Est. Return
1.15%
This Fund
S&P 500
This Quarter
Est. Return
+2.75%
1 Year Est. Return
-1.15%
3 Year Est. Return
+55.54%
5 Year Est. Return
+82.81%
10 Year Est. Return
+256.35%
AUM
$4.31B
AUM Growth
-$54.7M
(-1.3%)
Cap. Flow
-$202M
Cap. Flow
% of AUM
-4.68%
Top 10 Holdings %
Top 10 Hldgs %
76.82%
Holding
36
New
1
Increased
4
Reduced
13
Closed
3
Top Buys
| 1 |
Elevance Health
ELV
|
+$225M |
| 2 |
Kinetik
KNTK
|
+$68M |
| 3 |
SLM Corp
SLM
|
+$34.9M |
| 4 |
MPLX
MPLX
|
+$9.76M |
| 5 |
Fidelity National Financial
FNF
|
+$125K |
Top Sells
| 1 |
Capital One
COF
|
+$190M |
| 2 |
MRP
Millrose Properties Inc
MRP
|
+$80.3M |
| 3 |
Ryanair
RYAAY
|
+$78.9M |
| 4 |
TD Synnex
SNX
|
+$72.7M |
| 5 |
D.R. Horton
DHI
|
+$70.4M |
Sector Composition
| 1 | Financials | 36.12% |
| 2 | Consumer Discretionary | 14.84% |
| 3 | Healthcare | 13.81% |
| 4 | Technology | 12.46% |
| 5 | Industrials | 10.79% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Progressive
PGR
$132B
| $431K | 0.01% |
1,746
| – | – |
|
27
Marriott International
MAR
$95.7B
| $311K | 0.01% |
1,194
| – | – |
|
28
Amazon
AMZN
$2.65T
| $307K | 0.01% |
1,400
| – | – |
|
29
Microsoft
MSFT
$2.88T
| $272K | 0.01% |
525
| – | – |
|
30
Meta Platforms (Facebook)
META
$1.68T
| $248K | 0.01% |
338
| – | – |
|
31
Mastercard
MA
$476B
| $240K | 0.01% |
422
| – | – |
|
32
Moody's
MCO
$86B
| $224K | 0.01% |
471
| – | – |
|
33
Visa
V
$680B
| $211K | ﹤0.01% |
618
| – | – |
|
34
S&P Global
SPGI
$129B
| – | – |
-401
| Closed | -$211K |
|
35
Texas Instruments
TXN
$279B
| – | – |
-1,010
| Closed | -$210K |
|
36
UnitedHealth
UNH
$386B
| – | – |
-1,499
| Closed | -$468K |
|
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