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
$2.48B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$9.51M
3
+$8.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.64M
5
FRC
First Republic Bank
FRC
+$6.95M

Top Sells

1
+$41M
2
+$37.4M
3
+$3.36M
4
BABA icon
Alibaba
BABA
+$2.8M
5
FDX icon
FedEx
FDX
+$2.29M

Sector Composition

1 Financials 21.25%
2 Consumer Discretionary 13.79%
3 Healthcare 10.57%
4 Industrials 10.56%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$263K 0.01%
+7,311
227
$253K 0.01%
1,705
228
$249K 0.01%
1,425
229
$244K 0.01%
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230
$240K 0.01%
4,881
231
$234K 0.01%
28,779
232
$233K 0.01%
6,313
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233
$229K 0.01%
5,229
234
$226K 0.01%
2,500
235
$226K 0.01%
5,362
236
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4,000
237
$219K 0.01%
53,400
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238
$218K 0.01%
594
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239
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240
$218K 0.01%
+1,305
241
$218K 0.01%
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242
$216K 0.01%
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243
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244
$206K 0.01%
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245
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246
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10,000
247
$124K 0.01%
11,700
248
$122K ﹤0.01%
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249
$56K ﹤0.01%
12,000
250
$11K ﹤0.01%
10,000
7 8 9
10
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