DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.74B
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.23B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$29.7M
3
+$20.8M
4
BUD icon
AB InBev
BUD
+$11.9M
5
MLM icon
Martin Marietta Materials
MLM
+$8.94M

Top Sells

1
+$32.3M
2
+$10.1M
3
+$8.68M
4
NKE icon
Nike
NKE
+$2.78M
5
XOM icon
Exxon Mobil
XOM
+$2.17M

Sector Composition

1 Financials 19.08%
2 Consumer Staples 13.3%
3 Consumer Discretionary 11.6%
4 Industrials 10.74%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$250K 0.01%
3,705
+388
252
$245K 0.01%
3,197
-807
253
$244K 0.01%
5,225
254
$242K 0.01%
6,000
-3,400
255
$241K 0.01%
4,079
+615
256
$240K 0.01%
3,457
257
$239K 0.01%
6,660
258
$233K 0.01%
5,362
259
$232K 0.01%
+804
260
$232K 0.01%
2,155
261
$229K 0.01%
3,415
+452
262
$227K 0.01%
+1,625
263
$219K 0.01%
4,450
-3,000
264
$217K 0.01%
+4,290
265
$213K 0.01%
1,700
266
$211K 0.01%
2,925
-200
267
$211K 0.01%
1,585
+105
268
$208K 0.01%
9,767
+1,318
269
$207K 0.01%
11,325
-2,000
270
$204K 0.01%
+1,175
271
$203K 0.01%
+1,850
272
$203K 0.01%
2,135
-1,595
273
$182K 0.01%
+10,325
274
$158K 0.01%
10,000
275
$151K 0.01%
+12,600
8 9 10
11
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