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
$3.28B
AUM Growth
+$403M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$62.5M
2
+$59.1M
3
+$45.1M
4
JPM icon
JPMorgan Chase
JPM
+$39.7M
5
SCHW icon
Charles Schwab
SCHW
+$21.8M

Top Sells

1
+$51.9M
2
+$51.5M
3
+$49.6M
4
CMPR icon
Cimpress
CMPR
+$25.2M
5
PRI icon
Primerica
PRI
+$12M

Sector Composition

1 Healthcare 44.9%
2 Financials 20.74%
3 Energy 12%
4 Technology 7.73%
5 Industrials 6.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.17B 35.64%
5,877,016
-249,593
2
$303M 9.26%
3,495,539
-593,113
3
$292M 8.91%
4,817,762
+655,332
4
$280M 8.54%
9,192,231
+717,521
5
$253M 7.73%
6,229,600
+1,109,435
6
$244M 7.46%
5,566,104
+1,424,863
7
$214M 6.53%
2,535,629
-298,090
8
$205M 6.27%
881,835
+29,401
9
$125M 3.8%
2,960,671
-1,233,206
10
$107M 3.28%
2,108,727
-236,213
11
$59.1M 1.8%
+2,685,007
12
$24M 0.73%
378,244
+17,181
13
$878K 0.03%
31,094
14
$376K 0.01%
608
15
$224K 0.01%
14,532