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
$1.29B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$293K
2
+$253K
3
+$89.4K
4
BHP icon
BHP
BHP
+$18.2K
5
BP icon
BP
BP
+$12.4K

Sector Composition

1 Financials 17.91%
2 Consumer Staples 15.04%
3 Healthcare 13.5%
4 Industrials 13.05%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.41M 0.19%
44,355
77
$2.32M 0.18%
100,777
78
$2.23M 0.17%
10,829
79
$2.21M 0.17%
21,390
80
$2.18M 0.17%
47,018
81
$2.15M 0.17%
22,170
82
$2.01M 0.16%
31,134
83
$2M 0.16%
12,100
84
$1.89M 0.15%
60,318
85
$1.84M 0.14%
49,539
86
$1.77M 0.14%
43,450
87
$1.68M 0.13%
64,596
88
$1.65M 0.13%
28,931
89
$1.63M 0.13%
59,259
90
$1.53M 0.12%
46,590
91
$1.53M 0.12%
24,528
92
$1.52M 0.12%
31,091
93
$1.46M 0.11%
15,101
94
$1.44M 0.11%
15,150
95
$1.39M 0.11%
52,190
96
$1.39M 0.11%
14,429
97
$1.38M 0.11%
14,268
98
$1.37M 0.11%
12,575
99
$1.37M 0.11%
24,535
100
$1.37M 0.11%
27,324
2 3
4
5 6