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
$4.9B
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$10.5M
3
+$8.08M
4
TPL icon
Texas Pacific Land
TPL
+$7.68M
5
UNH icon
UnitedHealth
UNH
+$5.75M

Top Sells

1
+$11.2M
2
+$7.72M
3
+$7.64M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.37M
5
ZTS icon
Zoetis
ZTS
+$6.74M

Sector Composition

1 Financials 23.62%
2 Technology 17.66%
3 Industrials 11.15%
4 Communication Services 10.72%
5 Healthcare 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$299K 0.01%
101
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227
$297K 0.01%
10,294
228
$291K 0.01%
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229
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230
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231
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232
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5,045
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234
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235
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236
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237
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238
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239
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240
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242
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243
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1,000
249
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250
$235K ﹤0.01%
1,812
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10
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