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
$1.08B
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$4.24M
3 +$1.89M
4
DE icon
Deere & Co
DE
+$1.59M
5
MTUS icon
Metallus
MTUS
+$1.34M

Sector Composition

1 Financials 21.62%
2 Consumer Staples 16.66%
3 Industrials 11.77%
4 Healthcare 10.34%
5 Energy 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.37M 0.13%
13,548
-200
77
$1.35M 0.12%
12,732
78
$1.34M 0.12%
+28,779
79
$1.29M 0.12%
22,648
80
$1.29M 0.12%
54,836
+1,200
81
$1.26M 0.12%
7,800
82
$1.26M 0.12%
44,834
-2,485
83
$1.25M 0.12%
24,528
84
$1.23M 0.11%
+87,000
85
$1.14M 0.1%
38,385
-210
86
$1.13M 0.1%
14,429
87
$1.1M 0.1%
40,886
88
$1.09M 0.1%
16,000
89
$1.07M 0.1%
8,400
90
$991K 0.09%
27,560
-489
91
$985K 0.09%
2,979
+29
92
$976K 0.09%
10,460
-23,090
93
$972K 0.09%
25,098
-145
94
$970K 0.09%
12,741
+366
95
$958K 0.09%
11,787
96
$933K 0.09%
13,690
+1,690
97
$931K 0.09%
11,700
98
$889K 0.08%
7,738
+5,228
99
$889K 0.08%
19,220
100
$872K 0.08%
11,645