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
$3.06B
AUM Growth
+$343M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
24
New
Increased
Reduced
Closed

Top Buys

1
+$199M
2
+$141M
3
+$70.8M
4
DLTR icon
Dollar Tree
DLTR
+$61.3M
5
PRI icon
Primerica
PRI
+$32.3M

Top Sells

1
+$163M
2
+$136M
3
+$103M
4
META icon
Meta Platforms (Facebook)
META
+$73.2M
5
HCA icon
HCA Healthcare
HCA
+$49.1M

Sector Composition

1 Financials 60.33%
2 Healthcare 25.01%
3 Consumer Discretionary 6.53%
4 Consumer Staples 5.65%
5 Energy 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$418M 13.64%
1,163,729
+392,594
2
$354M 11.57%
1,386,826
-8,712
3
$352M 11.49%
1,529,149
+31,515
4
$332M 10.85%
2,182,213
-46,309
5
$279M 9.12%
1,888,591
+218,581
6
$256M 8.37%
1,361,355
-260,821
7
$251M 8.18%
3,067,035
-22,517
8
$229M 7.46%
2,390,387
+740,387
9
$199M 6.51%
+7,647,450
10
$173M 5.65%
1,510,911
+535,890
11
$91.7M 2.99%
246,430
+83,316
12
$47.9M 1.56%
734,288
-1,584,709
13
$31.4M 1.03%
3,481,162
-1,917,231
14
$23.4M 0.76%
508,123
-4,315
15
$15.3M 0.5%
+1,500,000
16
$1.68M 0.05%
31,094
17
$1.49M 0.05%
5,055
-248,570
18
$1.43M 0.05%
13,820
-1,317,100
19
$1.28M 0.04%
3,548
-451,814
20
$1.08M 0.04%
10,480
21
$979K 0.03%
3,279
22
$562K 0.02%
14,532
23
$477K 0.02%
3,223
+326
24
$213K 0.01%
1,380