DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.54B
1-Year Est. Return 21.18%
This Quarter Est. Return
1 Year Est. Return
+21.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$293K
2
+$253K
3
+$89.4K
4
BHP icon
BHP
BHP
+$18.2K
5
BP icon
BP
BP
+$12.4K

Sector Composition

1 Financials 17.91%
2 Consumer Staples 15.04%
3 Healthcare 13.5%
4 Industrials 13.05%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$247K 0.02%
4,775
227
$244K 0.02%
2,130
228
$241K 0.02%
3,392
229
$241K 0.02%
4,500
230
$241K 0.02%
5,806
231
$238K 0.02%
4,165
232
$232K 0.02%
2,000
233
$227K 0.02%
4,050
234
$224K 0.02%
7,000
235
$219K 0.02%
6,706
236
$210K 0.02%
440
237
$205K 0.02%
7,196
238
$204K 0.02%
10,500
239
$203K 0.02%
57,200
240
$141K 0.01%
34,480
241
$88K 0.01%
10,965
242
$69K 0.01%
12,000
243
$28K ﹤0.01%
20,000
6 7 8 9
10