DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.54B
1-Year Return
21.18%
This Quarter Return
+4.67%
1 Year Return
+21.18%
3 Year Return
+83.73%
5 Year Return
+139.67%
10 Year Return
+337.73%
AUM
$3.73B
AUM Growth
+$221M
(+6.3%)
Cap. Flow
+$96.2M
Cap. Flow
% of AUM
2.58%
Top 10 Holdings %
Top 10 Hldgs %
40.29%
Holding
288
New
22
Increased
73
Reduced
93
Closed
19
Top Buys
| 1 |
Sherwin-Williams
SHW
|
$89.8M |
| 2 |
S&P Global
SPGI
|
$62M |
| 3 |
eBay
EBAY
|
$35.6M |
| 4 |
Merck
MRK
|
$34.2M |
| 5 |
Aon
AON
|
$22.7M |
Top Sells
| 1 |
Martin Marietta Materials
MLM
|
$103M |
| 2 |
Deere & Co
DE
|
$8.14M |
| 3 |
Apple
AAPL
|
$7.94M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$6.51M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$5.09M |
Sector Composition
| 1 | Financials | 25.31% |
| 2 | Technology | 12.6% |
| 3 | Consumer Discretionary | 11.66% |
| 4 | Communication Services | 10.34% |
| 5 | Healthcare | 10.2% |
