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
$1.74B
AUM Growth
-$155M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$124M
2
+$66.7M
3
+$56.3M
4
META icon
Meta Platforms (Facebook)
META
+$55.2M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$49.6M

Top Sells

1
+$66.2M
2
+$26.4M
3
+$10.5M
4
MCO icon
Moody's
MCO
+$469K
5
PGR icon
Progressive
PGR
+$398K

Sector Composition

1 Financials 54.86%
2 Healthcare 22.37%
3 Communication Services 15.1%
4 Consumer Discretionary 6.92%
5 Energy 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$319M 18.36%
1,744,715
+271,028
2
$205M 11.8%
3,527,600
-1,140,220
3
$199M 11.44%
875,467
+247,815
4
$172M 9.9%
1,909,245
+69,237
5
$141M 8.12%
3,346,137
-248,118
6
$130M 7.48%
1,467,585
+753,467
7
$127M 7.31%
1,718,989
-5,387
8
$124M 7.15%
+1,381,943
9
$65.6M 3.78%
263,100
+104,011
10
$64.1M 3.69%
1,732,807
-715,018
11
$63.3M 3.64%
1,881,990
+23,292
12
$55.6M 3.2%
1,635,442
+491,536
13
$55.2M 3.18%
+330,862
14
$6.22M 0.36%
2,961,561
+1,248,247
15
$6.07M 0.35%
8,518,664
+1,402,121
16
$1.09M 0.06%
18,720
-3,280
17
$1.07M 0.06%
31,094
18
$826K 0.05%
11,249
+3,450
19
$662K 0.04%
3,129
-2,218
20
$309K 0.02%
14,532
21
$281K 0.02%
10,213
-3,787
22
$217K 0.01%
+2,897