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
$3.31B
AUM Growth
-$241M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
262
New
Increased
Reduced
Closed

Top Buys

1 +$63.3M
2 +$19M
3 +$12.3M
4
TXN icon
Texas Instruments
TXN
+$5.42M
5
CHTR icon
Charter Communications
CHTR
+$4.25M

Top Sells

1 +$75.5M
2 +$44.1M
3 +$10.1M
4
SBUX icon
Starbucks
SBUX
+$3.94M
5
NYT icon
New York Times
NYT
+$3.21M

Sector Composition

1 Financials 21.95%
2 Technology 16.83%
3 Industrials 11.41%
4 Healthcare 10.77%
5 Communication Services 10.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-24,922