DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.74B
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.23B
AUM Growth
+$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
295
New
Increased
Reduced
Closed

Top Buys

1
+$32.5M
2
+$29.7M
3
+$20.8M
4
BUD icon
AB InBev
BUD
+$11.9M
5
MLM icon
Martin Marietta Materials
MLM
+$8.94M

Top Sells

1
+$32.3M
2
+$10.1M
3
+$8.68M
4
NKE icon
Nike
NKE
+$2.78M
5
XOM icon
Exxon Mobil
XOM
+$2.17M

Sector Composition

1 Financials 19.08%
2 Consumer Staples 13.3%
3 Consumer Discretionary 11.6%
4 Industrials 10.74%
5 Healthcare 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.52M 0.34%
310,188
-49,914
52
$7.48M 0.34%
68,695
+5,864
53
$7.32M 0.33%
46,704
-4,584
54
$7.31M 0.33%
55,535
-6,374
55
$7.21M 0.32%
54,447
+316
56
$7.2M 0.32%
38,809
+13,823
57
$6.85M 0.31%
30,150
-570
58
$6.71M 0.3%
34,415
+4,406
59
$6.39M 0.29%
48,036
+800
60
$6.15M 0.28%
66,400
+8,050
61
$6.15M 0.28%
72,180
+100
62
$5.86M 0.26%
43,868
-3,593
63
$5.17M 0.23%
57,637
+46,974
64
$5.01M 0.23%
175,488
+38,325
65
$4.97M 0.22%
180,724
+22,610
66
$4.95M 0.22%
56,546
+10,775
67
$4.94M 0.22%
38,909
+15,852
68
$4.82M 0.22%
128,845
-8,715
69
$4.58M 0.21%
56,786
-1,317
70
$4.45M 0.2%
72,234
+246
71
$4.33M 0.19%
66,286
-1,402
72
$4.28M 0.19%
43,805
-427
73
$4.2M 0.19%
130,878
+1,436
74
$4.14M 0.19%
27,440
-850
75
$3.97M 0.18%
23,869
1 2
3
4 5