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
$1.35B
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$15.3M
3
+$10.6M
4
ECL icon
Ecolab
ECL
+$8.99M
5
CB icon
Chubb
CB
+$4.8M

Top Sells

1
+$21.1M
2
+$15.4M
3
+$14.2M
4
BABA icon
Alibaba
BABA
+$8.27M
5
SIAL
SIGMA - ALDRICH CORP
SIAL
+$7.55M

Sector Composition

1 Financials 18.77%
2 Consumer Staples 16.27%
3 Industrials 13.04%
4 Healthcare 11.78%
5 Communication Services 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.9M 1.32%
708,215
-86,220
27
$16.9M 1.25%
135,320
+122,270
28
$15.7M 1.16%
602,746
+24,722
29
$15.1M 1.12%
196,802
+7,193
30
$15M 1.11%
349,131
-10,224
31
$14.4M 1.07%
73
+3
32
$12.2M 0.91%
107,050
+78,565
33
$11.8M 0.88%
439,084
+59,389
34
$11.8M 0.87%
89,364
-1,562
35
$11.7M 0.87%
147,821
+2,685
36
$11.6M 0.86%
80,282
+24,195
37
$10.8M 0.8%
132,939
-101,780
38
$9.01M 0.67%
100,156
+4,325
39
$8.93M 0.66%
338,424
+201
40
$8.21M 0.61%
190,433
+17,250
41
$8.11M 0.6%
134,115
-156
42
$8.01M 0.59%
53,680
+1,088
43
$7.87M 0.58%
92,832
+187
44
$7.32M 0.54%
117,090
+4,050
45
$7.18M 0.53%
57,032
-377
46
$6.96M 0.52%
99,800
-203,027
47
$6.62M 0.49%
46,683
+29,498
48
$6.55M 0.49%
496,521
-50,800
49
$6.18M 0.46%
70,333
-3,921
50
$5.99M 0.44%
304,865
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