DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.54B
This Quarter Return
+5.86%
1 Year Return
+21.18%
3 Year Return
+83.73%
5 Year Return
+139.67%
10 Year Return
+337.73%
AUM
$1.35B
AUM Growth
+$1.35B
(+6.4%)
Cap. Flow
+$20M
Cap. Flow
% of AUM
1.48%
Top 10 Holdings %
Top 10 Hldgs %
33.07%
Holding
253
New
15
Increased
94
Reduced
59
Closed
19
Top Buys
| 1 |
TIF
Tiffany & Co.
TIF
|
$18.1M |
| 2 |
AB InBev
BUD
|
$15.3M |
| 3 |
Apple
AAPL
|
$10.6M |
| 4 |
Ecolab
ECL
|
$8.99M |
| 5 |
Chubb
CB
|
$4.8M |
Top Sells
| 1 |
Bausch Health
BHC
|
$21.1M |
| 2 |
PCP
PRECISION CASTPARTS CORP
PCP
|
$15.4M |
| 3 |
Schlumberger
SLB
|
$14.2M |
| 4 |
Alibaba
BABA
|
$8.27M |
| 5 |
SIAL
SIGMA - ALDRICH CORP
SIAL
|
$7.55M |
Sector Composition
| 1 | Financials | 18.77% |
| 2 | Consumer Staples | 16.27% |
| 3 | Industrials | 13.04% |
| 4 | Healthcare | 11.78% |
| 5 | Communication Services | 10.84% |
