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
51
$5.99M 0.44%
37,058
+846
52
$5.9M 0.44%
49,947
+655
53
$5.89M 0.44%
58,968
+518
54
$5.77M 0.43%
111,269
-48,002
55
$5.69M 0.42%
85,455
+1,667
56
$5.59M 0.41%
43,147
+36,999
57
$5.26M 0.39%
22,679
-66,171
58
$5.07M 0.38%
76,845
+1,218
59
$4.92M 0.36%
37,232
+950
60
$4.83M 0.36%
236,439
+28,872
61
$4.26M 0.32%
59,600
-5,000
62
$3.89M 0.29%
45,705
-750
63
$3.71M 0.27%
62,574
-1,460
64
$3.65M 0.27%
22,504
+1,350
65
$3.26M 0.24%
23,886
-400
66
$3.21M 0.24%
69,536
+4,436
67
$2.89M 0.21%
70,524
+535
68
$2.87M 0.21%
77,840
+68,840
69
$2.84M 0.21%
29,078
+6,538
70
$2.82M 0.21%
33,339
+840
71
$2.8M 0.21%
82,760
+25,740
72
$2.76M 0.2%
28,707
-200
73
$2.66M 0.2%
25,902
-50
74
$2.64M 0.2%
56,463
-175
75
$2.5M 0.19%
12,275
+240
1 2
3
4 5