DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.74B
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$62M
3
+$35.6M
4
MRK icon
Merck
MRK
+$34.2M
5
AON icon
Aon
AON
+$22.7M

Top Sells

1
+$103M
2
+$8.14M
3
+$7.94M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.09M

Sector Composition

1 Financials 25.31%
2 Technology 12.6%
3 Consumer Discretionary 11.66%
4 Communication Services 10.34%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.71M 0.15%
19,402
-998
52
$5.62M 0.15%
106,615
-2,100
53
$5.55M 0.15%
24,924
-11,610
54
$5.12M 0.14%
47,289
+7,028
55
$5.04M 0.14%
13,544
-3,021
56
$4.94M 0.13%
15,099
+8,978
57
$4.93M 0.13%
26,137
+6,089
58
$4.69M 0.13%
29,084
+2,571
59
$4.68M 0.13%
17,446
-194
60
$4.66M 0.12%
37,312
-3,315
61
$4.44M 0.12%
54,648
62
$4.4M 0.12%
26,803
-8,075
63
$4.36M 0.12%
15,744
+3,722
64
$4.36M 0.12%
6,414
+3,504
65
$4.26M 0.11%
76,348
-46,128
66
$4.25M 0.11%
25,701
+4,365
67
$3.85M 0.1%
17,453
-774
68
$3.75M 0.1%
48,265
+7,516
69
$3.64M 0.1%
28,234
+8,877
70
$3.58M 0.1%
25,424
-13,065
71
$3.57M 0.1%
69,015
+25,668
72
$3.56M 0.1%
37,477
-3,315
73
$3.49M 0.09%
15,567
-377
74
$3.47M 0.09%
11,617
+4,651
75
$3.46M 0.09%
27,578
+910
1 2
3
4 5