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%
5,225
230
$240K 0.01%
4,881
231
$234K 0.01%
28,779
232
$233K 0.01%
6,313
-157
233
$229K 0.01%
5,229
234
$226K 0.01%
2,500
235
$226K 0.01%
5,362
236
$220K 0.01%
4,000
237
$219K 0.01%
53,400
-5,200
238
$218K 0.01%
594
+16
239
$218K 0.01%
+2,871
240
$218K 0.01%
+1,305
241
$218K 0.01%
1,600
242
$216K 0.01%
8,394
243
$213K 0.01%
+3,035
244
$206K 0.01%
+750
245
$194K 0.01%
11,325
246
$139K 0.01%
10,000
247
$124K 0.01%
11,700
248
$122K ﹤0.01%
+5,680
249
$56K ﹤0.01%
12,000
250
$11K ﹤0.01%
10,000