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
$2.61B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$8.95M
3
+$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.67M
5
MHK icon
Mohawk Industries
MHK
+$5.78M

Top Sells

1
+$9.15M
2
+$9.04M
3
+$3.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
PYPL icon
PayPal
PYPL
+$1.33M

Sector Composition

1 Financials 20.8%
2 Consumer Discretionary 13.21%
3 Industrials 10.39%
4 Technology 10.03%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$256K 0.01%
1,425
227
$255K 0.01%
130
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228
$255K 0.01%
7,477
-1,438
229
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+2,051
230
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+1,953
231
$249K 0.01%
14,200
232
$244K 0.01%
1,100
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233
$243K 0.01%
5,225
234
$241K 0.01%
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235
$240K 0.01%
2,500
236
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7,376
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237
$237K 0.01%
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238
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239
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240
$231K 0.01%
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241
$226K 0.01%
5,362
242
$223K 0.01%
5,233
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243
$219K 0.01%
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244
$213K 0.01%
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245
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246
$204K 0.01%
8,832
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247
$181K 0.01%
28,779
248
$138K 0.01%
10,000
249
$117K ﹤0.01%
11,700
250
$95K ﹤0.01%
5,680
7 8 9
10
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