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
$3.17B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$24.7M
3
+$13.9M
4
APO icon
Apollo Global Management
APO
+$5.51M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$667K

Top Sells

1
+$163M
2
+$138M
3
+$20.3M
4
LAD icon
Lithia Motors
LAD
+$10.6M
5
PRI icon
Primerica
PRI
+$5.47M

Sector Composition

1 Financials 60.57%
2 Healthcare 17.26%
3 Consumer Discretionary 16.31%
4 Industrials 4.96%
5 Energy 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$506M 15.95%
7,935,934
+86,419
2
$448M 14.1%
872,415
-317,456
3
$347M 10.94%
9,224,770
-540,050
4
$306M 9.66%
2,160,660
-38,569
5
$234M 7.37%
2,187,451
-50,974
6
$229M 7.22%
1,709,165
-26,136
7
$222M 7%
1,084,461
-51,747
8
$177M 5.58%
5,312,546
-68,547
9
$157M 4.96%
442,750
-8,889
10
$142M 4.46%
1,589,460
-31,602
11
$121M 3.8%
+6,032,140
12
$99.6M 3.14%
415,014
-5,857
13
$79.5M 2.51%
907,454
-20,096
14
$49.8M 1.57%
277,836
+77,389
15
$24.8M 0.78%
2,295,807
-55,012
16
$24.7M 0.78%
+230,468
17
$1.16M 0.04%
13,157
+7,557
18
$1.09M 0.03%
31,094
19
$878K 0.03%
3,150
+21
20
$723K 0.02%
8,150
+1,250
21
$639K 0.02%
1,206
-1,260
22
$481K 0.02%
14,532
23
$408K 0.01%
+1,700
24
$393K 0.01%
7,500
+2,000
25
$226K 0.01%
1,746
1
2