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
$2.48B
AUM Growth
+$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$107M
2
+$78.5M
3
+$57.7M
4
MSFT icon
Microsoft
MSFT
+$35.6M
5
SCHW icon
Charles Schwab
SCHW
+$30.7M

Top Sells

1
+$284M
2
+$38M
3
+$876K

Sector Composition

1 Healthcare 43.86%
2 Technology 21.03%
3 Financials 15.56%
4 Energy 9.28%
5 Industrials 5.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$763M 30.78%
6,050,442
+457,884
2
$324M 13.08%
4,678,694
+1,132,688
3
$320M 12.9%
7,888,660
+87,472
4
$225M 9.07%
8,347,280
+1,138,348
5
$224M 9.03%
2,929,699
-497,492
6
$202M 8.14%
4,838,894
+854,783
7
$161M 6.48%
3,357,924
-18,307
8
$147M 5.92%
3,630,690
+453,030
9
$107M 4.32%
+509,260
10
$5.03M 0.2%
70,777
-4,003,714
11
$1.1M 0.04%
608
12
$835K 0.03%
31,094
13
$223K 0.01%
14,532