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
$4.31B
AUM Growth
-$54.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
36
New
Increased
Reduced
Closed

Top Buys

1
+$225M
2
+$68M
3
+$34.9M
4
MPLX icon
MPLX
MPLX
+$9.76M
5
FNF icon
Fidelity National Financial
FNF
+$125K

Top Sells

1
+$190M
2
+$80.3M
3
+$78.9M
4
SNX icon
TD Synnex
SNX
+$72.7M
5
DHI icon
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
PGR icon
26
Progressive
PGR
$125B
$431K 0.01%
1,746
MAR icon
27
Marriott International
MAR
$90.6B
$311K 0.01%
1,194
AMZN icon
28
Amazon
AMZN
$2.25T
$307K 0.01%
1,400
MSFT icon
29
Microsoft
MSFT
$2.92T
$272K 0.01%
525
META icon
30
Meta Platforms (Facebook)
META
$1.64T
$248K 0.01%
338
MA icon
31
Mastercard
MA
$461B
$240K 0.01%
422
MCO icon
32
Moody's
MCO
$84.7B
$224K 0.01%
471
V icon
33
Visa
V
$616B
$211K ﹤0.01%
618
SPGI icon
34
S&P Global
SPGI
$132B
– –
-401
TXN icon
35
Texas Instruments
TXN
$193B
– –
-1,010
UNH icon
36
UnitedHealth
UNH
$266B
– –
-1,499
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