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
$3.51B
AUM Growth
+$432M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$17.2M
3 +$14.7M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
JPM icon
JPMorgan Chase
JPM
+$7.08M

Top Sells

1 +$59.8M
2 +$12.5M
3 +$4.39M
4
DEO icon
Diageo
DEO
+$2.39M
5
DE icon
Deere & Co
DE
+$1.45M

Sector Composition

1 Financials 22.63%
2 Technology 13.45%
3 Consumer Discretionary 11.47%
4 Communication Services 10.49%
5 Healthcare 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$62.9M 1.79%
145,849
+14,324
27
$61M 1.74%
193,829
+21,558
28
$45.5M 1.3%
215,264
+209,564
29
$39.6M 1.13%
451,840
+7,860
30
$34.1M 0.97%
98
31
$20.8M 0.59%
132,306
+1,026
32
$20.1M 0.57%
166,472
+2,270
33
$12.6M 0.36%
57,661
-35
34
$12.5M 0.36%
89,724
-193
35
$11.6M 0.33%
70,251
-295
36
$11.4M 0.32%
43,513
-1,372
37
$11.2M 0.32%
57,078
+3,090
38
$8.59M 0.24%
36,534
-3,642
39
$7.39M 0.21%
122,476
-206,442
40
$7.12M 0.2%
30,984
+59
41
$7M 0.2%
38,637
+803
42
$6.57M 0.19%
44,288
-125
43
$6.5M 0.19%
84,219
+6,863
44
$6.36M 0.18%
13,657
+1,122
45
$5.96M 0.17%
108,715
-1,010
46
$5.82M 0.17%
23,209
47
$5.81M 0.17%
16,565
+67
48
$5.57M 0.16%
20,400
-742
49
$5.54M 0.16%
34,878
-15,062
50
$5.45M 0.16%
38,489
-1,287