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
$3.85B
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$59.3M
2
+$34.3M
3
+$13.3M
4
MLM icon
Martin Marietta Materials
MLM
+$11.5M
5
UNH icon
UnitedHealth
UNH
+$5.43M

Top Sells

1
+$70.5M
2
+$29.3M
3
+$8.83M
4
COST icon
Costco
COST
+$7.28M
5
CRM icon
Salesforce
CRM
+$6.36M

Sector Composition

1 Financials 23.93%
2 Technology 16.47%
3 Healthcare 12.33%
4 Industrials 11.98%
5 Communication Services 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21K ﹤0.01%
+17,000
227
$15K ﹤0.01%
+14,025
228
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-7,140
229
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-4,578
230
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231
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-2,849
232
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235
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239
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240
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241
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-578,534
242
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-1,471
6 7 8 9
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