DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.72B
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.29B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$18.4M
2
+$12.1M
3
+$10.9M
4
XOM icon
Exxon Mobil
XOM
+$8.28M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.92M

Top Sells

1
+$15.6M
2
+$14.7M
3
+$12.2M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$2.7M
5
EMR icon
Emerson Electric
EMR
+$1.56M

Sector Composition

1 Financials 17.91%
2 Consumer Staples 15.04%
3 Healthcare 13.5%
4 Industrials 13.05%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
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