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DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 11.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.27B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$19.1M
2
+$17.1M
3
+$15.5M
4
DIS icon
Walt Disney
DIS
+$11.5M
5
SM icon
SM Energy
SM
+$10.9M

Top Sells

1
+$22.5M
2
+$19.4M
3
+$12.3M
4
WMT icon
Walmart Inc
WMT
+$6.84M
5
EMR icon
Emerson Electric
EMR
+$4.89M

Sector Composition

1 Financials 18.55%
2 Consumer Staples 14.99%
3 Industrials 13.83%
4 Healthcare 12.88%
5 Communication Services 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-9,250
252
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-12,243
253
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-5,892
254
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-10,965
255
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-14,357
256
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-7,200
257
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-445,536
258
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-264,129
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-4,641
260
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-4,000
261
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-3,075
262
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263
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-7,952
264
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-14,725
265
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-7,105
266
– –
-2,700
7 8 9 10
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