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
$2.61B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$8.96M
3
+$7.61M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.61M
5
MHK icon
Mohawk Industries
MHK
+$5.98M

Top Sells

1
+$9.6M
2
+$9.04M
3
+$3.96M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.86M
5
PYPL icon
PayPal
PYPL
+$1.42M

Sector Composition

1 Financials 20.8%
2 Consumer Discretionary 13.21%
3 Industrials 10.39%
4 Technology 10.03%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$55K ﹤0.01%
12,000
252
– –
-29,500
253
– –
-10,000
254
– –
-1,705
255
– –
-781
256
– –
-3,750
257
– –
-6,696
258
– –
-2,149
259
– –
-4,881
260
– –
-7,061
261
– –
-73,777
7 8 9 10
11