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
$1.09B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$5.09M
3
+$3.84M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.66M
5
DE icon
Deere & Co
DE
+$1.78M

Top Sells

1
+$5.76M
2
+$2.36M
3
+$912K
4
MRK icon
Merck
MRK
+$614K
5
ETP
Energy Transfer Partners L.p.
ETP
+$536K

Sector Composition

1 Financials 21.09%
2 Consumer Staples 16.83%
3 Industrials 11.48%
4 Healthcare 11.31%
5 Energy 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.35M 0.31%
36,394
-200
52
$3.32M 0.31%
26,496
53
$3.27M 0.3%
24,790
54
$3.21M 0.3%
82,840
55
$3.02M 0.28%
27,750
-3,975
56
$2.89M 0.27%
25,100
57
$2.8M 0.26%
74,830
-1,750
58
$2.76M 0.25%
33,550
-110
59
$2.21M 0.2%
153,881
60
$2.14M 0.2%
102,493
+900
61
$2.13M 0.2%
35,560
+8,000
62
$1.89M 0.17%
38,971
+100
63
$1.88M 0.17%
23,265
-410
64
$1.85M 0.17%
6,550
65
$1.84M 0.17%
25,063
-372
66
$1.81M 0.17%
21,789
+50
67
$1.79M 0.17%
45,790
68
$1.79M 0.16%
20,887
69
$1.78M 0.16%
36,476
+589
70
$1.77M 0.16%
16,583
+5,841
71
$1.76M 0.16%
33,430
+62
72
$1.59M 0.15%
51,586
+21,070
73
$1.58M 0.15%
57,200
74
$1.51M 0.14%
22,648
75
$1.5M 0.14%
13,748
-900
1 2
3
4 5