BWA

Brave Warrior Advisors Portfolio holdings

AUM $4.36B
1-Year Est. Return 16.45%
This Quarter Est. Return
1 Year Est. Return
+16.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.44B
AUM Growth
+$214M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$138M
2
+$40.8M
3
+$1.72M
4
HAL icon
Halliburton
HAL
+$1.19M
5
TDW icon
Tidewater
TDW
+$1.16M

Top Sells

1
+$54M
2
+$43.7M
3
+$39.7M
4
CMPR icon
Cimpress
CMPR
+$38.8M
5
SCHW icon
Charles Schwab
SCHW
+$32.6M

Sector Composition

1 Healthcare 40.76%
2 Technology 17.14%
3 Energy 15.56%
4 Financials 14.43%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$718M 29.38%
6,113,227
-460,362
2
$278M 11.38%
3,958,387
+580,896
3
$271M 11.07%
7,070,613
+44,842
4
$241M 9.86%
4,747,513
+23,504
5
$207M 8.47%
7,954,268
-1,255,524
6
$181M 7.42%
3,189,305
-682,378
7
$148M 6.07%
3,960,893
+23,993
8
$145M 5.95%
3,389,761
+12,234
9
$138M 5.64%
+1,949,965
10
$91.3M 3.74%
1,830,521
-876,994
11
$22.4M 0.92%
2,294,480
-2,342,054
12
$1.16M 0.05%
+608
13
$808K 0.03%
+31,094
14
$226K 0.01%
+14,532
15
– –
-668,470