DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.54B
This Quarter Return
-14.78%
1 Year Return
+21.18%
3 Year Return
+83.73%
5 Year Return
+139.67%
10 Year Return
+337.73%
AUM
$3.55B
AUM Growth
+$3.55B
(-16%)
Cap. Flow
+$91M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
41.62%
Holding
276
New
8
Increased
72
Reduced
87
Closed
18
Top Buys
| 1 |
Amazon
AMZN
|
$87.8M |
| 2 |
TransDigm Group
TDG
|
$37.3M |
| 3 |
Zoetis
ZTS
|
$15.7M |
| 4 |
Texas Instruments
TXN
|
$5.01M |
| 5 |
Canadian National Railway
CNI
|
$4.29M |
Top Sells
| 1 |
Autodesk
ADSK
|
$51.5M |
| 2 |
Xylem
XYL
|
$3.67M |
| 3 |
Merck
MRK
|
$2.11M |
| 4 |
Apple
AAPL
|
$1.61M |
| 5 |
Starbucks
SBUX
|
$1.34M |
Sector Composition
| 1 | Financials | 24.01% |
| 2 | Technology | 18.25% |
| 3 | Industrials | 10.38% |
| 4 | Healthcare | 10.15% |
| 5 | Consumer Discretionary | 9.34% |
