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
$2.48B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$39.9M
2 +$9.51M
3 +$8.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.64M
5
FRC
First Republic Bank
FRC
+$6.95M

Top Sells

1 +$41M
2 +$37.4M
3 +$3.36M
4
BABA icon
Alibaba
BABA
+$2.8M
5
FDX icon
FedEx
FDX
+$2.29M

Sector Composition

1 Financials 21.25%
2 Consumer Discretionary 13.79%
3 Healthcare 10.57%
4 Industrials 10.56%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-3,000
252
-768,436
253
-6,350
254
-7,300
255
-4,000
256
-7,484
257
-14,000