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
$5.25B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
294
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$4.68M
3 +$4.21M
4
DE icon
Deere & Co
DE
+$3.24M
5
TPL icon
Texas Pacific Land
TPL
+$2.98M

Top Sells

1 +$7.24M
2 +$4.31M
3 +$3.28M
4
COST icon
Costco
COST
+$3.15M
5
TT icon
Trane Technologies
TT
+$3.02M

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