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
$3.65B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.6M
3
+$6.71M
4
ZTS icon
Zoetis
ZTS
+$6.19M
5
AMZN icon
Amazon
AMZN
+$6.09M

Top Sells

1
+$68.6M
2
+$27.6M
3
+$8.38M
4
TJX icon
TJX Companies
TJX
+$1.95M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.5M

Sector Composition

1 Financials 23.34%
2 Technology 14.98%
3 Healthcare 12.72%
4 Industrials 12.09%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$94K ﹤0.01%
5,680
227
$69K ﹤0.01%
20,000
228
$53K ﹤0.01%
11,000
229
– –
-3,975
230
– –
-17,500
231
– –
-3,100
232
– –
-6,681
233
– –
-11,000
234
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-4,520
235
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-1,556
236
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-29,024
237
– –
-6,600
238
– –
-677
6 7 8 9
10