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
$3.15B
AUM Growth
-$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$136M
2
+$96.9M
3
+$51.7M
4
AR icon
Antero Resources
AR
+$33.7M
5
PRI icon
Primerica
PRI
+$18.6M

Top Sells

1
+$155M
2
+$64.6M
3
+$22M
4
BHI
Baker Hughes
BHI
+$13.5M
5
JPM icon
JPMorgan Chase
JPM
+$3.63M

Sector Composition

1 Healthcare 31.62%
2 Financials 30.58%
3 Energy 10.45%
4 Industrials 9.82%
5 Technology 8.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$995M 31.62%
5,577,892
-123,118
2
$309M 9.82%
4,060,537
+1,791,289
3
$294M 9.33%
4,814,343
-59,567
4
$278M 8.83%
6,280,742
+52,710
5
$268M 8.51%
16,177,663
+5,849,150
6
$261M 8.28%
9,124,945
+364,550
7
$255M 8.1%
7,210,130
+1,462,173
8
$175M 5.57%
641,658
-236,229
9
$140M 4.45%
3,106,919
+411,810
10
$92.5M 2.94%
4,647,495
+783,392
11
$73.8M 2.35%
3,487,994
+1,593,280
12
$4.48M 0.14%
+306,868
13
$884K 0.03%
31,094
14
$283K 0.01%
+13,200
15
$258K 0.01%
608
16
$226K 0.01%
14,532
17
– –
-1,739,482
18
– –
-218,044