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
$4.23B
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$77.7M
2
+$76.2M
3
+$41.3M
4
UNH icon
UnitedHealth
UNH
+$33.2M
5
AMZN icon
Amazon
AMZN
+$11.1M

Top Sells

1
+$80.6M
2
+$61.9M
3
+$42M
4
BDX icon
Becton Dickinson
BDX
+$8.22M
5
MRK icon
Merck
MRK
+$6.48M

Sector Composition

1 Financials 24.61%
2 Technology 20.27%
3 Consumer Discretionary 10.11%
4 Communication Services 9.74%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.57M 0.16%
21,961
-173
52
$6.48M 0.15%
19,207
+2,069
53
$6.47M 0.15%
23,093
54
$6.4M 0.15%
41,900
-1,003
55
$5.97M 0.14%
34,176
+50
56
$5.96M 0.14%
18,043
+11,816
57
$5.77M 0.14%
25,347
-64
58
$5.57M 0.13%
47,050
-1,856
59
$5.52M 0.13%
89,015
-3,286
60
$5.38M 0.13%
14,979
+252
61
$4.99M 0.12%
108,775
+12,408
62
$4.96M 0.12%
71,791
+20,019
63
$4.88M 0.12%
17,114
-150
64
$4.75M 0.11%
34,633
-3,202
65
$4.62M 0.11%
+13,012
66
$4.54M 0.11%
6,802
+1,624
67
$4.48M 0.11%
16,408
-300
68
$4.39M 0.1%
21,615
+342
69
$4.28M 0.1%
50,172
+9,688
70
$4.26M 0.1%
17,224
-156
71
$4.11M 0.1%
10,688
-1,948
72
$4.03M 0.1%
55,902
-21,060
73
$3.75M 0.09%
15,489
-5,575
74
$3.7M 0.09%
22,722
+2,232
75
$3.7M 0.09%
16,631
-2,045
1 2
3
4 5