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
$4.04B
AUM Growth
-$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$39M
2
+$11.6M
3
+$11.4M
4
FRGE icon
Forge Global Holdings
FRGE
+$10.2M
5
BAM icon
Brookfield Asset Management
BAM
+$9.12M

Top Sells

1
+$59M
2
+$8.81M
3
+$7.61M
4
MSFT icon
Microsoft
MSFT
+$7.56M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$6.87M

Sector Composition

1 Financials 25.36%
2 Technology 17%
3 Healthcare 11.76%
4 Industrials 11.13%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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