DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.54B
1-Year Return
21.18%
This Quarter Return
+0.55%
1 Year Return
+21.18%
3 Year Return
+83.73%
5 Year Return
+139.67%
10 Year Return
+337.73%
AUM
$4.08B
AUM Growth
+$6.5M
(+0.16%)
Cap. Flow
+$5.36M
Cap. Flow
% of AUM
0.13%
Top 10 Holdings %
Top 10 Hldgs %
40.01%
Holding
285
New
8
Increased
77
Reduced
90
Closed
10
Top Buys
| 1 |
Amazon
AMZN
|
+$12.5M |
| 2 |
Dover
DOV
|
+$11.3M |
| 3 |
Microsoft
MSFT
|
+$7.85M |
| 4 |
BKI
Black Knight, Inc. Common Stock
BKI
|
+$6.88M |
| 5 |
Canadian National Railway
CNI
|
+$6.21M |
Top Sells
| 1 |
Ecolab
ECL
|
+$74.4M |
| 2 |
Becton Dickinson
BDX
|
+$7.11M |
| 3 |
Organon & Co
OGN
|
+$3.32M |
| 4 |
JPMorgan Chase
JPM
|
+$1.93M |
| 5 |
Beyond Meat
BYND
|
+$1.8M |
Sector Composition
| 1 | Financials | 25.34% |
| 2 | Technology | 15.69% |
| 3 | Consumer Discretionary | 13.26% |
| 4 | Communication Services | 11.62% |
| 5 | Industrials | 8.41% |
