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
$2.68B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1 +$60M
2 +$56.1M
3 +$42.4M
4
PYPL icon
PayPal
PYPL
+$39.7M
5
SPOT icon
Spotify
SPOT
+$16.5M

Top Sells

1 +$66.2M
2 +$60.8M
3 +$40.8M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
MCD icon
McDonald's
MCD
+$3.03M

Sector Composition

1 Financials 20.78%
2 Technology 14.32%
3 Consumer Discretionary 10.56%
4 Communication Services 9.46%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$4.44M 0.17%
12,256
+643
52
$4.42M 0.16%
73,572
+2,352
53
$4.28M 0.16%
95,621
+6,731
54
$4.18M 0.16%
42,608
+7,914
55
$4.06M 0.15%
44,366
+5,194
56
$3.63M 0.14%
50,370
+2,835
57
$3.41M 0.13%
22,890
-11,431
58
$3.39M 0.13%
61,476
+4,080
59
$3.37M 0.13%
19,179
+10
60
$3.27M 0.12%
25,077
+993
61
$3.21M 0.12%
64,055
-1,213,784
62
$3.11M 0.12%
16,589
+835
63
$3M 0.11%
47,175
-1,168
64
$2.92M 0.11%
15,832
-16,445
65
$2.91M 0.11%
17,238
-162
66
$2.72M 0.1%
26,578
67
$2.68M 0.1%
1,511
68
$2.58M 0.1%
7,807
69
$2.53M 0.09%
20,500
70
$2.52M 0.09%
55,454
71
$2.5M 0.09%
21,684
-3,347
72
$2.48M 0.09%
41,525
+2,090
73
$2.38M 0.09%
40,518
+731
74
$2.12M 0.08%
54,311
-16,744
75
$2.06M 0.08%
7,400