DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.72B
1-Year Est. Return
17.54%
This Fund
S&P 500
1 Year Est. Return
+17.54%
AUM
$5.72B
AUM Growth
-$21.2M
(-0.37%)
Holding
322
Top Buys
| 1 | +$66.1M | |
| 2 | +$46.3M | |
| 3 | +$28.9M | |
| 4 |
Microsoft
MSFT
|
+$19M |
| 5 |
American Tower
AMT
|
+$8.22M |
Top Sells
| 1 | +$90.5M | |
| 2 | +$48.1M | |
| 3 | +$14.5M | |
| 4 |
Canadian National Railway
CNI
|
+$7.85M |
| 5 |
NVIDIA
NVDA
|
+$6.63M |
Sector Composition
| 1 | Financials | 25.07% |
| 2 | Technology | 16.31% |
| 3 | Communication Services | 11.94% |
| 4 | Industrials | 11.49% |
| 5 | Consumer Discretionary | 9.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
Texas Instruments
TXN
$190B
| – | – |
-2,188
|
|
||
302
Vanguard FTSE Emerging Markets ETF
VWO
$115B
| – | – |
-4,072
|
|
||
303
WillScot Mobile Mini Holdings
WSC
$3.96B
| – | – |
-110,812
|
|