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
$2.52B
AUM Growth
-$627M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$68.6M
2
+$15.7M
3
+$13.2M
4
JPM.WS
JPMorgan Chase
JPM.WS
+$180K

Top Sells

1
+$278M
2
+$93.7M
3
+$24.2M
4
CMPR icon
Cimpress
CMPR
+$12.4M
5
PRI icon
Primerica
PRI
+$6.53M

Sector Composition

1 Financials 41.81%
2 Healthcare 25.22%
3 Industrials 12.58%
4 Energy 11.8%
5 Real Estate 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$636M 25.22%
6,252,331
+674,439
2
$317M 12.58%
3,907,843
-152,694
3
$316M 12.55%
9,602,045
+477,100
4
$315M 12.51%
4,772,920
-41,423
5
$282M 11.19%
16,971,510
+793,847
6
$221M 8.78%
6,498,909
-711,221
7
$140M 5.56%
2,968,691
-138,228
8
$110M 4.38%
4,655,095
+7,600
9
$100M 3.98%
331,660
-309,998
10
$76M 3.02%
3,486,344
-1,650
11
$4.62M 0.18%
306,868
12
$877K 0.03%
31,094
13
$290K 0.01%
12,500
-700
14
$245K 0.01%
14,532
15
$137K 0.01%
608
16
– –
-6,280,742