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
$2.61B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$35.2M
2 +$8.95M
3 +$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.67M
5
MHK icon
Mohawk Industries
MHK
+$5.78M

Top Sells

1 +$9.15M
2 +$9.04M
3 +$3.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
PYPL icon
PayPal
PYPL
+$1.33M

Sector Composition

1 Financials 20.8%
2 Consumer Discretionary 13.21%
3 Industrials 10.39%
4 Technology 10.03%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.15M 0.24%
44,850
-3,010
52
$6.14M 0.23%
112,754
+2,340
53
$5.53M 0.21%
61,733
-845
54
$4.95M 0.19%
21,335
-619
55
$4.64M 0.18%
33,409
-2,320
56
$4.63M 0.18%
28,680
-100
57
$4.49M 0.17%
32,694
-1,968
58
$4.42M 0.17%
26,415
-1,785
59
$4.33M 0.17%
24,289
-3,745
60
$3.83M 0.15%
65,724
-5,940
61
$3.82M 0.15%
23,159
62
$3.77M 0.14%
10,577
+22
63
$3.69M 0.14%
20,550
-2,550
64
$3.65M 0.14%
22,522
+1,315
65
$3.56M 0.14%
42,507
-1,375
66
$3.5M 0.13%
77,692
+1,261
67
$3.36M 0.13%
44,245
-2,455
68
$3.33M 0.13%
116,492
-2,428
69
$3.29M 0.13%
41,406
-6,030
70
$3.19M 0.12%
110,548
-1,565
71
$3M 0.11%
39,648
-3,464
72
$2.97M 0.11%
28,677
-12,856
73
$2.75M 0.11%
26,578
74
$2.73M 0.1%
63,122
-7,595
75
$2.72M 0.1%
22,600
-2,000