DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.54B
1-Year Return
21.18%
This Quarter Return
+8.82%
1 Year Return
+21.18%
3 Year Return
+83.73%
5 Year Return
+139.67%
10 Year Return
+337.73%
AUM
$4.07B
AUM Growth
+$345M
(+9.2%)
Cap. Flow
+$33M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
39.07%
Holding
282
New
13
Increased
85
Reduced
86
Closed
5
Top Buys
| 1 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$74M |
| 2 |
eBay
EBAY
|
+$53.7M |
| 3 |
Spotify
SPOT
|
+$10.3M |
| 4 |
Amazon
AMZN
|
+$8.52M |
| 5 |
Canadian National Railway
CNI
|
+$8.01M |
Top Sells
| 1 |
Deere & Co
DE
|
+$55M |
| 2 |
Becton Dickinson
BDX
|
+$52.6M |
| 3 |
Merck
MRK
|
+$12.8M |
| 4 |
JPMorgan Chase
JPM
|
+$5.51M |
| 5 |
FRC
First Republic Bank
FRC
|
+$4.74M |
Sector Composition
| 1 | Financials | 25.04% |
| 2 | Technology | 14.98% |
| 3 | Consumer Discretionary | 13.19% |
| 4 | Communication Services | 11.27% |
| 5 | Healthcare | 8.45% |
