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
$5.25B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.68M
3
+$4.21M
4
DE icon
Deere & Co
DE
+$3.24M
5
TPL icon
Texas Pacific Land
TPL
+$2.98M

Top Sells

1
+$7.24M
2
+$4.31M
3
+$3.28M
4
COST icon
Costco
COST
+$3.15M
5
TT icon
Trane Technologies
TT
+$3.02M

Sector Composition

1 Financials 24.8%
2 Technology 16.99%
3 Industrials 11.46%
4 Healthcare 10.82%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$333K 0.01%
7,055
+1,000
227
$332K 0.01%
10,000
228
$329K 0.01%
+3,100
229
$327K 0.01%
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230
$321K 0.01%
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231
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-300
232
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101
233
$318K 0.01%
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234
$317K 0.01%
+1,244
235
$315K 0.01%
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236
$310K 0.01%
1,220
237
$307K 0.01%
10,294
238
$306K 0.01%
875
239
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240
$299K 0.01%
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241
$297K 0.01%
5,045
242
$296K 0.01%
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243
$294K 0.01%
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244
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245
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246
$282K 0.01%
7,116
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247
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248
$282K 0.01%
7,000
249
$275K 0.01%
6,000
250
$272K 0.01%
12,975
8 9
10
11 12