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
$2.29B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$13.7M
3
+$11M
4
MHK icon
Mohawk Industries
MHK
+$8.12M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.71M

Top Sells

1
+$37.3M
2
+$12M
3
+$6.54M
4
CHKP icon
Check Point Software Technologies
CHKP
+$4.11M
5
GLW icon
Corning
GLW
+$2.98M

Sector Composition

1 Financials 20.38%
2 Consumer Discretionary 13.27%
3 Industrials 12.54%
4 Healthcare 10.72%
5 Technology 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.49M 0.28%
64,094
52
$6.24M 0.27%
35,894
-3,630
53
$5.99M 0.26%
48,845
-6,730
54
$5.74M 0.25%
122,434
-38,100
55
$5.18M 0.23%
44,291
-70
56
$5M 0.22%
37,092
-3,368
57
$4.92M 0.21%
62,968
-50
58
$4.68M 0.2%
25,050
-840
59
$4.63M 0.2%
33,037
-2,549
60
$4.33M 0.19%
48,976
-3,270
61
$4.27M 0.19%
22,248
-605
62
$4.06M 0.18%
23,159
-60
63
$4M 0.17%
22,053
-1,391
64
$3.86M 0.17%
23,069
-932
65
$3.78M 0.16%
46,862
-1,033
66
$3.75M 0.16%
70,717
-75
67
$3.75M 0.16%
46,882
-875
68
$3.73M 0.16%
112,463
-1,035
69
$3.64M 0.16%
10,650
-200
70
$3.55M 0.15%
47,261
-52
71
$3.49M 0.15%
72,284
-544
72
$3.21M 0.14%
24,600
73
$2.99M 0.13%
27,840
-8,246
74
$2.85M 0.12%
120,537
-30,896
75
$2.53M 0.11%
18,678
1 2
3
4 5