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
$2.44B
AUM Growth
+$167M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
14
New
Increased
Reduced
Closed

Top Buys

1
+$96.5M
2
+$61.4M
3
+$42.9M
4
JPM icon
JPMorgan Chase
JPM
+$30.9M
5
PRI icon
Primerica
PRI
+$17.8M

Top Sells

1
+$99.7M
2
+$28.3M
3
+$1.89M
4
AR icon
Antero Resources
AR
+$1.65M
5
HCA icon
HCA Healthcare
HCA
+$1.23M

Sector Composition

1 Financials 42.81%
2 Communication Services 24.05%
3 Healthcare 15.34%
4 Energy 9.54%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$404M 16.53%
2,168,818
+8,709
2
$347M 14.21%
6,148,440
+760,680
3
$298M 12.22%
5,838,562
-36,923
4
$278M 11.39%
2,710,384
-11,974
5
$233M 9.54%
10,911,600
-77,304
6
$232M 9.51%
8,727,552
+2,306,696
7
$202M 8.27%
6,527,131
-915,370
8
$186M 7.62%
1,786,500
+296,464
9
$157M 6.43%
1,577,925
+178,760
10
$96.5M 3.95%
+1,249,627
11
$6.89M 0.28%
250,292
-1,081
12
$1.02M 0.04%
31,094
-767
13
$410K 0.02%
14,532
14
– –
-4,778,676