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
$4.9B
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1 +$44M
2 +$10.5M
3 +$8.08M
4
TPL icon
Texas Pacific Land
TPL
+$7.68M
5
UNH icon
UnitedHealth
UNH
+$5.75M

Top Sells

1 +$11.2M
2 +$7.72M
3 +$7.64M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.37M
5
ZTS icon
Zoetis
ZTS
+$6.74M

Sector Composition

1 Financials 23.62%
2 Technology 17.66%
3 Industrials 11.15%
4 Communication Services 10.72%
5 Healthcare 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
-94,292
277
-3,146
278
-18,365