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
$1.35B
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$15.3M
3
+$10.6M
4
ECL icon
Ecolab
ECL
+$8.99M
5
CB icon
Chubb
CB
+$4.8M

Top Sells

1
+$21.1M
2
+$15.4M
3
+$14.2M
4
BABA icon
Alibaba
BABA
+$8.27M
5
SIAL
SIGMA - ALDRICH CORP
SIAL
+$7.55M

Sector Composition

1 Financials 18.77%
2 Consumer Staples 16.27%
3 Industrials 13.04%
4 Healthcare 11.78%
5 Communication Services 10.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.48M 0.18%
24,488
+1,702
77
$2.47M 0.18%
53,917
-272
78
$2.46M 0.18%
45,286
-44
79
$2.44M 0.18%
35,952
-4,100
80
$2.37M 0.18%
52,681
+1,245
81
$2.27M 0.17%
33,028
+900
82
$2.22M 0.16%
56,812
-600
83
$2M 0.15%
25,554
+423
84
$1.96M 0.15%
31,416
+1,592
85
$1.9M 0.14%
98,487
-1,000
86
$1.85M 0.14%
60,285
-23,613
87
$1.81M 0.13%
37,790
+15,590
88
$1.78M 0.13%
68,616
+1,200
89
$1.76M 0.13%
11,800
90
$1.73M 0.13%
61,160
+18,884
91
$1.69M 0.13%
18,934
+950
92
$1.68M 0.12%
32,461
-12,429
93
$1.64M 0.12%
60,367
-1,892
94
$1.64M 0.12%
57,209
95
$1.59M 0.12%
46,172
-13,567
96
$1.58M 0.12%
12,675
97
$1.57M 0.12%
33,650
+500
98
$1.52M 0.11%
26,124
99
$1.52M 0.11%
11,920
-4,875
100
$1.48M 0.11%
35,842
+4,056
2 3
4
5 6