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
$1.48B
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$7.14M
2
+$4.47M
3
+$3.16M
4
MKL icon
Markel Group
MKL
+$2.44M
5
CL icon
Colgate-Palmolive
CL
+$2.21M

Top Sells

1
+$13.2M
2
+$1.83M
3
+$1.55M
4
DE icon
Deere & Co
DE
+$1.19M
5
EMR icon
Emerson Electric
EMR
+$1.19M

Sector Composition

1 Financials 20.2%
2 Industrials 13.74%
3 Consumer Staples 13.1%
4 Healthcare 12.78%
5 Technology 8.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.13%
33,409
+180
77
$1.93M 0.13%
18,645
+2,699
78
$1.91M 0.13%
7,975
-26
79
$1.82M 0.12%
15,927
+8,332
80
$1.8M 0.12%
12,666
81
$1.78M 0.12%
24,891
+617
82
$1.77M 0.12%
12,557
-10
83
$1.77M 0.12%
35,307
-5,590
84
$1.77M 0.12%
26,172
-52
85
$1.75M 0.12%
25,397
-483
86
$1.68M 0.11%
43,697
+1,359
87
$1.66M 0.11%
14,324
+400
88
$1.62M 0.11%
29,459
-28,150
89
$1.6M 0.11%
32,532
-56
90
$1.55M 0.1%
42,698
-362
91
$1.54M 0.1%
17,300
92
$1.49M 0.1%
43,100
+5,990
93
$1.46M 0.1%
13,113
+2,421
94
$1.45M 0.1%
12,522
+150
95
$1.42M 0.1%
116,700
+8,196
96
$1.4M 0.09%
5,600
97
$1.38M 0.09%
23,700
98
$1.36M 0.09%
56,023
99
$1.35M 0.09%
89,000
+15,500
100
$1.34M 0.09%
17,202
+2,400
2 3
4
5 6