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
$2.07B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$99.8M
2
+$33.1M
3
+$7.59M

Top Sells

1
+$75.4M
2
+$60M
3
+$59.9M
4
JPM.WS
JPMorgan Chase
JPM.WS
+$54.5M
5
BN icon
Brookfield
BN
+$34.1M

Sector Composition

1 Financials 52.97%
2 Healthcare 15.61%
3 Communication Services 11.51%
4 Energy 10.76%
5 Materials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$312M 15.12%
7,143,220
-159,283
2
$308M 14.89%
1,740,407
+564,218
3
$232M 11.24%
2,918,273
-162,074
4
$228M 11.03%
6,970,629
+232,015
5
$222M 10.76%
11,172,897
-287,024
6
$193M 9.35%
2,023,336
+346,151
7
$160M 7.73%
7,222,420
-1,542,562
8
$121M 5.86%
1,485,192
-33,248
9
$109M 5.27%
3,764,629
-95,062
10
$90.3M 4.37%
950,121
-631,432
11
$80M 3.87%
1,663,465
-1,246,765
12
$8.71M 0.42%
256,814
-10,054
13
$1.24M 0.06%
32,194
14
$368K 0.02%
14,532
15
– –
-608
16
– –
-2,872,407
17
– –
-1,083,231