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
$2.48B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$39.9M
2 +$9.51M
3 +$8.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.64M
5
FRC
First Republic Bank
FRC
+$6.95M

Top Sells

1 +$41M
2 +$37.4M
3 +$3.36M
4
BABA icon
Alibaba
BABA
+$2.8M
5
FDX icon
FedEx
FDX
+$2.29M

Sector Composition

1 Financials 21.25%
2 Consumer Discretionary 13.79%
3 Healthcare 10.57%
4 Industrials 10.56%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.62M 0.23%
110,414
-12,020
52
$5.48M 0.22%
62,578
-390
53
$5.41M 0.22%
28,034
-17,416
54
$5.02M 0.2%
34,662
-1,232
55
$4.78M 0.19%
28,200
-16,545
56
$4.75M 0.19%
41,533
-326,577
57
$4.71M 0.19%
35,729
-1,363
58
$4.61M 0.19%
23,100
-1,950
59
$4.57M 0.18%
21,954
-294
60
$4.24M 0.17%
28,780
-4,257
61
$3.9M 0.16%
112,113
-350
62
$3.87M 0.16%
10,555
-95
63
$3.79M 0.15%
23,159
64
$3.78M 0.15%
47,436
+175
65
$3.71M 0.15%
70,717
66
$3.69M 0.15%
43,882
-3,000
67
$3.67M 0.15%
71,664
-620
68
$3.67M 0.15%
46,700
-2,276
69
$3.59M 0.14%
21,207
-1,862
70
$3.33M 0.13%
24,600
71
$3.23M 0.13%
76,431
+14,564
72
$3.13M 0.13%
43,112
-3,750
73
$3.04M 0.12%
+11,029
74
$3.01M 0.12%
118,920
-1,617
75
$2.94M 0.12%
26,578