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
$3.08B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$49.8M
2 +$26.3M
3 +$14M
4
ECL icon
Ecolab
ECL
+$6.55M
5
BDX icon
Becton Dickinson
BDX
+$5.52M

Top Sells

1 +$19.9M
2 +$18.8M
3 +$16.3M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.77M
5
AXP icon
American Express
AXP
+$4.53M

Sector Composition

1 Financials 20.75%
2 Technology 13.58%
3 Consumer Discretionary 11.09%
4 Healthcare 9.92%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$218K 0.01%
+2,100
227
$213K 0.01%
1,256
-390
228
$210K 0.01%
+1,000
229
$209K 0.01%
+1,825
230
$209K 0.01%
+4,020
231
$208K 0.01%
1,500
-50
232
$208K 0.01%
5,800
-389
233
$207K 0.01%
+2,859
234
$204K 0.01%
2,208
-500
235
$126K ﹤0.01%
10,000
236
$125K ﹤0.01%
+12,700
237
$113K ﹤0.01%
10,000
238
$83K ﹤0.01%
5,680
239
$67K ﹤0.01%
26
240
$47K ﹤0.01%
+4,326
241
-12,000
242
-2,975
243
-1,800
244
-1,793
245
-1,650