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
$2.61B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$35.2M
2 +$8.95M
3 +$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.67M
5
MHK icon
Mohawk Industries
MHK
+$5.78M

Top Sells

1 +$9.15M
2 +$9.04M
3 +$3.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
PYPL icon
PayPal
PYPL
+$1.33M

Sector Composition

1 Financials 20.8%
2 Consumer Discretionary 13.21%
3 Industrials 10.39%
4 Technology 10.03%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$35.7M 1.36%
86,579
+85,480
27
$31.3M 1.2%
44,452
+2,526
28
$29.9M 1.15%
96
-6
29
$29.7M 1.14%
494,938
+45,604
30
$27.8M 1.06%
234,656
+1,199
31
$27.2M 1.04%
446,140
-9,140
32
$19.5M 0.75%
150,974
-9,375
33
$14.4M 0.55%
88,075
-4,530
34
$12.8M 0.49%
159,589
-7,234
35
$12.6M 0.48%
177,868
-12,311
36
$11.4M 0.44%
30,049
+1,975
37
$11.4M 0.44%
131,700
+22,920
38
$10.6M 0.41%
85,352
-573
39
$9.33M 0.36%
70,310
+67,440
40
$9.3M 0.36%
79,014
+624
41
$9.25M 0.35%
48,068
-177
42
$9.2M 0.35%
53,458
+3,253
43
$8.95M 0.34%
53,045
-7,730
44
$8.76M 0.34%
70,336
-25
45
$8.43M 0.32%
39,259
+572
46
$7.76M 0.3%
48,098
-1,251
47
$7.65M 0.29%
64,491
+6,044
48
$6.87M 0.26%
31,629
+708
49
$6.61M 0.25%
109,431
-10,596
50
$6.19M 0.24%
48,349
+664