DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.46B
1-Year Est. Return
11.49%
This Fund
S&P 500
1 Year Est. Return
+11.49%
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
HP
HPQ
$26.8B
| – | – |
-8,000
|
|
||
302
Hershey
HSY
$37.8B
| – | – |
-1,113
|
|
||
303
ONE Gas
OGS
$4.77B
| – | – |
-2,500
|
|