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BW
Browning West Portfolio holdings
AUM
$1.62B
1-Year Est. Return
22.28%
This Fund
S&P 500
1 Year Est. Return
+22.28%
AUM
$1.62B
AUM Growth
+$38.8M
(+2.5%)
Holding
5
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 48.81% |
| 2 | Healthcare | 30.86% |
| 3 | Industrials | 20.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Cooper Companies
COO
$12.9B
| $499M | 30.86% |
6,979,529
+3,288,446
|
|
||
|
SGI
2
Somnigroup International
SGI
$15.8B
| $436M | 26.95% |
5,896,706
+149,420
|
|
||
3
CAE Inc
CAE
$8.06B
| $329M | 20.33% |
12,620,233
|
|
||
4
Gildan
GIL
$9.61B
| $233M | 14.38% |
4,178,835
|
|
||
5
Dick's Sporting Goods
DKS
$20.9B
| $121M | 7.48% |
610,000
+15,000
|
|