BW
Browning West Portfolio holdings
AUM
$1.44B
This Quarter Return
+31.64%
1 Year Return
+46.71%
3 Year Return
+190.28%
5 Year Return
–
10 Year Return
–
AUM
$193M
AUM Growth
–
Cap. Flow
+$193M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SGI
Somnigroup International Inc.
SGI
|
$97.2M |
| 2 |
Gildan
GIL
|
$95.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
SGI
1
Somnigroup International Inc.
SGI
$17.6B
| $97.2M | 50.45% | +3,600,000 | New | +$97.2M |
|
|
2
Gildan
GIL
$8.14B
| $95.5M | 49.55% | +3,408,045 | New | +$95.5M |
|