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
$1.58B
AUM Growth
+$32.5M
(+2.1%)
Holding
5
Sector Composition
| 1 | Consumer Discretionary | 56.51% |
| 2 | Industrials | 24.32% |
| 3 | Healthcare | 19.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SGI
1
Somnigroup International
SGI
$14.2B
| $513M | 32.51% |
5,747,286
-3,350,220
|
|
||
2
CAE Inc
CAE
$8.01B
| $384M | 24.32% |
12,620,233
-1,114,710
|
|
||
3
Cooper Companies
COO
$11.8B
| $303M | 19.17% |
+3,691,083
|
|
||
4
Gildan
GIL
$10.8B
| $261M | 16.54% |
4,178,835
|
|
||
5
Dick's Sporting Goods
DKS
$20.1B
| $118M | 7.46% |
595,000
+10,000
|
|