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
$1.27B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$15.3M
3
+$13.8M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
SM icon
SM Energy
SM
+$9.62M

Top Sells

1
+$22.5M
2
+$19.4M
3
+$12.2M
4
WMT icon
Walmart
WMT
+$6.44M
5
EMR icon
Emerson Electric
EMR
+$4.4M

Sector Composition

1 Financials 18.55%
2 Consumer Staples 14.99%
3 Industrials 13.83%
4 Healthcare 12.88%
5 Communication Services 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.31M 0.18%
44,890
+482
77
$2.31M 0.18%
12,035
+1,206
78
$2.24M 0.18%
22,786
-4,225
79
$2.22M 0.18%
25,131
+1,750
80
$2.17M 0.17%
22,540
+1,150
81
$2.1M 0.17%
17,185
+8,917
82
$2.07M 0.16%
51,436
+4,418
83
$1.9M 0.15%
32,128
+994
84
$1.86M 0.15%
99,487
-1,290
85
$1.83M 0.14%
16,795
+4,850
86
$1.81M 0.14%
+57,412
87
$1.8M 0.14%
59,739
-579
88
$1.71M 0.13%
29,824
+893
89
$1.7M 0.13%
11,800
-300
90
$1.67M 0.13%
50,702
+1,163
91
$1.65M 0.13%
17,984
+13,300
92
$1.64M 0.13%
67,416
+2,820
93
$1.63M 0.13%
62,259
+3,000
94
$1.57M 0.12%
57,209
-350
95
$1.48M 0.12%
33,150
+6,300
96
$1.46M 0.12%
57,020
+7,000
97
$1.42M 0.11%
26,124
-1,200
98
$1.39M 0.11%
+13,050
99
$1.39M 0.11%
12,675
+100
100
$1.24M 0.1%
31,786
-1,135
2 3
4
5 6