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
$3.65B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.6M
3
+$6.71M
4
ZTS icon
Zoetis
ZTS
+$6.19M
5
AMZN icon
Amazon
AMZN
+$6.09M

Top Sells

1
+$68.6M
2
+$27.6M
3
+$8.38M
4
TJX icon
TJX Companies
TJX
+$1.95M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.5M

Sector Composition

1 Financials 23.34%
2 Technology 14.98%
3 Healthcare 12.72%
4 Industrials 12.09%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.47M 0.18%
11,847
+319
52
$6.32M 0.17%
33,534
-385
53
$6.24M 0.17%
18,177
+35
54
$6.16M 0.17%
21,752
+180
55
$6.08M 0.17%
32,524
-1,285
56
$5.95M 0.16%
23,093
57
$5.92M 0.16%
24,786
-100
58
$5.62M 0.15%
81,648
+2,342
59
$5.49M 0.15%
21,569
-3,023
60
$5.44M 0.15%
85,472
-440
61
$5.42M 0.15%
19,459
+231
62
$5.25M 0.14%
39,568
-2,822
63
$5.12M 0.14%
14,409
+18
64
$4.95M 0.14%
45,053
-164
65
$4.29M 0.12%
16,277
66
$4.21M 0.12%
17,094
-5
67
$4.08M 0.11%
22,703
-40
68
$3.89M 0.11%
14,821
-200
69
$3.83M 0.1%
54,154
-234
70
$3.59M 0.1%
20,144
-581
71
$3.45M 0.09%
16,658
+184
72
$3.42M 0.09%
66,903
+1,521
73
$3.37M 0.09%
10,184
+46
74
$3.15M 0.09%
61,472
-367
75
$3.04M 0.08%
8,297
1 2
3
4 5