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
$1.35B
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$15.3M
3
+$10.6M
4
ECL icon
Ecolab
ECL
+$8.99M
5
CB icon
Chubb
CB
+$4.8M

Top Sells

1
+$21.1M
2
+$15.4M
3
+$14.2M
4
BABA icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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