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
$2.09B
AUM Growth
-$2.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$21.6M
2
+$26.6K
3
+$1.05K

Top Sells

1
+$76.3M
2
+$46.3M
3
+$31.3M
4
SCHW icon
Charles Schwab
SCHW
+$22.6M
5
JPM.WS
JPMorgan Chase
JPM.WS
+$16.4M

Sector Composition

1 Financials 39.7%
2 Healthcare 17.61%
3 Communication Services 15.4%
4 Energy 11.54%
5 Materials 6.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$312M 14.91%
7,651,850
-553,078
2
$276M 13.16%
3,097,983
-519,768
3
$242M 11.55%
12,401,115
-87,242
4
$242M 11.54%
10,593,829
+946,603
5
$236M 11.27%
6,733,386
-27,884
6
$149M 7.1%
1,692,041
-868,102
7
$142M 6.76%
4,400,048
-43,328
8
$129M 6.15%
2,947,474
-25,619
9
$128M 6.12%
1,559,965
-48,070
10
$93.2M 4.45%
1,413,775
-475,542
11
$59.5M 2.84%
1,285,720
-354,374
12
$42.2M 2.02%
1,945,807
+1,227
13
$39.5M 1.89%
1,101,199
-55,905
14
$3.38M 0.16%
161,183
+50
15
$1.21M 0.06%
32,194
16
$343K 0.02%
14,532
17
$208K 0.01%
6,612
18
$23K ﹤0.01%
608
19
– –
-31,697
20
– –
-54,767