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
$3.51B
AUM Growth
+$432M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1 +$44.3M
2 +$17.2M
3 +$14.7M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
JPM icon
JPMorgan Chase
JPM
+$7.08M

Top Sells

1 +$59.8M
2 +$12.5M
3 +$4.39M
4
DEO icon
Diageo
DEO
+$2.39M
5
DE icon
Deere & Co
DE
+$1.45M

Sector Composition

1 Financials 22.63%
2 Technology 13.45%
3 Consumer Discretionary 11.47%
4 Communication Services 10.49%
5 Healthcare 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$5.35M 0.15%
24,039
+3,722
52
$5.14M 0.15%
19,339
+576
53
$5.03M 0.14%
40,627
-555
54
$4.94M 0.14%
45,114
+598
55
$4.34M 0.12%
105,207
-4,708
56
$4.31M 0.12%
40,261
-200
57
$4.23M 0.12%
54,648
-546
58
$4.19M 0.12%
17,640
-1,189
59
$3.9M 0.11%
7,807
60
$3.88M 0.11%
26,513
+276
61
$3.79M 0.11%
18,227
-180
62
$3.69M 0.11%
40,792
-5,560
63
$3.67M 0.1%
12,022
+2,231
64
$3.53M 0.1%
20,048
+285
65
$3.49M 0.1%
59,466
-7,862
66
$3.42M 0.1%
15,944
+213
67
$3.37M 0.1%
1,511
68
$3.1M 0.09%
26,668
69
$3.1M 0.09%
21,336
+7,017
70
$2.99M 0.09%
14,074
+497
71
$2.95M 0.08%
19,500
72
$2.95M 0.08%
56,299
+2,050
73
$2.72M 0.08%
40,749
+7,975
74
$2.62M 0.07%
7,400
75
$2.54M 0.07%
50,888
+1,408