DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.74B
1-Year Est. Return
17.48%
1 Year Est. Return
+17.48%
AUM
$5.54B
AUM Growth
+$281M
(+5.3%)
Holding
294
Top Buys
| 1 | +$85.9M | |
| 2 | +$44.2M | |
| 3 | +$24.5M | |
| 4 |
Trane Technologies
TT
|
+$15.8M |
| 5 |
Vanguard Total Stock Market ETF
VTI
|
+$15.3M |
Top Sells
| 1 | +$76.4M | |
| 2 | +$73.7M | |
| 3 | +$72.4M | |
| 4 |
Brookfield Asset Management
BAM
|
+$15.1M |
| 5 |
Netflix
NFLX
|
+$6.32M |
Sector Composition
| 1 | Financials | 25.42% |
| 2 | Technology | 16.37% |
| 3 | Industrials | 14.3% |
| 4 | Communication Services | 11% |
| 5 | Consumer Discretionary | 9.04% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
PayPal
PYPL
$58.8B
| – | – |
-8,319
|
|
||
277
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.8B
| – | – |
-7,950
|
|
||
278
Solventum
SOLV
$13.1B
| – | – |
-3,477
|
|
||
279
iShares Russell 2000 ETF
IWM
$68.2B
| – | – |
-3,198
|
|