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
$3.51B
AUM Growth
+$432M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$17.2M
3 +$14.7M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
JPM icon
JPMorgan Chase
JPM
+$7.08M

Top Sells

1 +$59.8M
2 +$12.5M
3 +$4.39M
4
DEO icon
Diageo
DEO
+$2.39M
5
DE icon
Deere & Co
DE
+$1.45M

Sector Composition

1 Financials 22.63%
2 Technology 13.45%
3 Consumer Discretionary 11.47%
4 Communication Services 10.49%
5 Healthcare 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$246K 0.01%
1,825
227
$246K 0.01%
+1,188
228
$244K 0.01%
3,250
-1,150
229
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+6,400
230
$234K 0.01%
+1,200
231
$231K 0.01%
+550
232
$225K 0.01%
954
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233
$223K 0.01%
1,500
234
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+5,000
235
$217K 0.01%
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$215K 0.01%
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237
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238
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239
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240
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241
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10,000
242
$128K ﹤0.01%
10,000
243
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+20,000
245
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26
246
-7,330
247
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248
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249
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250
-600