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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
$2.26B
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
300
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$10.4M
3
+$9.03M
4
FRC
First Republic Bank
FRC
+$8.42M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.67M

Top Sells

1
+$13.8M
2
+$9.68M
3
+$8.15M
4
MRK icon
Merck
MRK
+$7.75M
5
SJM icon
J.M. Smucker
SJM
+$7.56M

Sector Composition

1 Financials 20.62%
2 Consumer Staples 11.63%
3 Consumer Discretionary 11.34%
4 Industrials 10.86%
5 Healthcare 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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254
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255
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257
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263
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264
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267
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