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
$3.08B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$49.8M
2 +$26.3M
3 +$14M
4
ECL icon
Ecolab
ECL
+$6.55M
5
BDX icon
Becton Dickinson
BDX
+$5.52M

Top Sells

1 +$19.9M
2 +$18.8M
3 +$16.3M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.77M
5
AXP icon
American Express
AXP
+$4.53M

Sector Composition

1 Financials 20.75%
2 Technology 13.58%
3 Consumer Discretionary 11.09%
4 Healthcare 9.92%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.12M 0.17%
23,209
+50
52
$5.11M 0.17%
20,317
+3,728
53
$4.84M 0.16%
44,516
+150
54
$4.69M 0.15%
37,834
-2,643
55
$4.35M 0.14%
41,182
-13,048
56
$4.03M 0.13%
18,829
-350
57
$4M 0.13%
67,328
+5,852
58
$3.77M 0.12%
109,915
+14,294
59
$3.62M 0.12%
18,407
+1,169
60
$3.54M 0.12%
40,461
-2,147
61
$3.51M 0.11%
26,237
+1,160
62
$3.45M 0.11%
15,731
-101
63
$3.07M 0.1%
7,807
64
$2.99M 0.1%
55,194
-260
65
$2.85M 0.09%
1,511
66
$2.76M 0.09%
19,763
-3,127
67
$2.68M 0.09%
46,352
-17,703
68
$2.64M 0.09%
26,668
+90
69
$2.56M 0.08%
49,480
+7,955
70
$2.51M 0.08%
54,249
-62
71
$2.5M 0.08%
19,500
-1,000
72
$2.31M 0.07%
7,400
73
$2.26M 0.07%
9,791
+2,192
74
$2.26M 0.07%
13,554
+49
75
$2.26M 0.07%
38,685
-8,490