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
$1.29B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$293K
2
+$253K
3
+$89.4K
4
BHP icon
BHP
BHP
+$18.2K
5
BP icon
BP
BP
+$12.4K

Sector Composition

1 Financials 17.91%
2 Consumer Staples 15.04%
3 Healthcare 13.5%
4 Industrials 13.05%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.3M 0.41%
34,962
52
$5.29M 0.41%
50,449
53
$5.03M 0.39%
51,617
54
$4.8M 0.37%
32,002
55
$4.75M 0.37%
78,337
56
$4.58M 0.36%
44,499
57
$4M 0.31%
35,226
58
$3.96M 0.31%
46,755
59
$3.68M 0.29%
36,379
60
$3.66M 0.28%
58,838
61
$3.54M 0.28%
44,300
62
$3.42M 0.27%
58,348
63
$3.39M 0.26%
24,261
64
$3.17M 0.25%
19,854
65
$3.02M 0.23%
62,143
66
$3.01M 0.23%
25,952
67
$2.98M 0.23%
90,354
68
$2.96M 0.23%
36,600
69
$2.83M 0.22%
47,514
70
$2.72M 0.21%
72,014
71
$2.65M 0.21%
27,011
72
$2.53M 0.2%
23,381
73
$2.51M 0.19%
44,408
74
$2.47M 0.19%
21,561
75
$2.43M 0.19%
57,559
1 2
3
4 5