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DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.46B
1-Year Est. Return 11.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.25B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1
+$4.92M
2
+$4.15M
3
+$4.13M
4
SNPS icon
Synopsys
SNPS
+$3.02M
5
DE icon
Deere & Co
DE
+$2.92M

Top Sells

1
+$7.33M
2
+$4.14M
3
+$3.09M
4
COST icon
Costco
COST
+$3.08M
5
TT icon
Trane Technologies
TT
+$2.7M

Sector Composition

1 Financials 24.8%
2 Technology 16.99%
3 Industrials 11.46%
4 Healthcare 10.82%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19.8K ﹤0.01%
11,000
277
– –
-4,198
278
– –
-410
279
– –
-1,576
8 9 10 11
12