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
$3.46B
AUM Growth
+$187M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$190M
2
+$65.1M
3
+$29.2M
4
PRI icon
Primerica
PRI
+$26.8M
5
HAL icon
Halliburton
HAL
+$7.83M

Top Sells

1
+$156M
2
+$125M
3
+$39.1M
4
CMPR icon
Cimpress
CMPR
+$22.4M
5
SCHW icon
Charles Schwab
SCHW
+$14.1M

Sector Composition

1 Healthcare 41.04%
2 Financials 26.85%
3 Energy 9.43%
4 Technology 7.94%
5 Real Estate 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.27B 36.57%
5,701,010
-176,006
2
$330M 9.54%
4,873,910
+56,148
3
$286M 8.26%
8,760,395
-431,836
4
$275M 7.94%
6,228,032
-1,568
5
$248M 7.15%
5,747,957
+181,853
6
$223M 6.44%
877,887
-3,948
7
$191M 5.51%
2,269,248
-266,381
8
$190M 5.49%
+10,328,513
9
$155M 4.47%
1,739,482
-1,756,057
10
$123M 3.56%
2,695,109
+586,382
11
$95.6M 2.76%
3,864,103
+1,179,096
12
$65.1M 1.88%
+1,894,714
13
$13.5M 0.39%
218,044
-160,200
14
$935K 0.03%
31,094
15
$446K 0.01%
608
16
$247K 0.01%
14,532
17
– –
-2,960,671