DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.74B
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$62M
3
+$35.6M
4
MRK icon
Merck
MRK
+$34.2M
5
AON icon
Aon
AON
+$22.7M

Top Sells

1
+$103M
2
+$8.14M
3
+$7.94M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.09M

Sector Composition

1 Financials 25.31%
2 Technology 12.6%
3 Consumer Discretionary 11.66%
4 Communication Services 10.34%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$289K 0.01%
6,400
227
$286K 0.01%
4,600
-8,114
228
$275K 0.01%
3,000
229
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1,175
+65
230
$268K 0.01%
+11,000
231
$265K 0.01%
+3,196
232
$262K 0.01%
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-10
233
$262K 0.01%
4,020
234
$249K 0.01%
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-458
235
$242K 0.01%
610
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236
$235K 0.01%
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237
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238
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239
$222K 0.01%
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240
$215K 0.01%
+1,224
241
$210K 0.01%
+5,000
242
$209K 0.01%
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243
$207K 0.01%
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244
$206K 0.01%
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245
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246
$202K 0.01%
+3,412
247
$181K ﹤0.01%
10,000
248
$165K ﹤0.01%
10,294
-2,406
249
$119K ﹤0.01%
5,680
250
$117K ﹤0.01%
26
7 8 9
10
11