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
$2.61B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$8.95M
3
+$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.67M
5
MHK icon
Mohawk Industries
MHK
+$5.78M

Top Sells

1
+$9.15M
2
+$9.04M
3
+$3.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
PYPL icon
PayPal
PYPL
+$1.33M

Sector Composition

1 Financials 20.8%
2 Consumer Discretionary 13.21%
3 Industrials 10.39%
4 Technology 10.03%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.09%
56,015
77
$2.36M 0.09%
69,173
+12,234
78
$2.35M 0.09%
20,600
79
$2.29M 0.09%
7,858
+619
80
$2.18M 0.08%
14,706
+2,100
81
$2.16M 0.08%
43,741
-49
82
$2.14M 0.08%
130,838
83
$2.12M 0.08%
7,807
-3,222
84
$2.06M 0.08%
39,960
-700
85
$1.97M 0.08%
1,571
-50
86
$1.93M 0.07%
48,888
+6,000
87
$1.9M 0.07%
22,892
88
$1.89M 0.07%
106,000
89
$1.86M 0.07%
15,531
-1,969
90
$1.82M 0.07%
28,850
-575
91
$1.8M 0.07%
14,278
-4,000
92
$1.79M 0.07%
35,223
-428
93
$1.73M 0.07%
34,344
-500
94
$1.72M 0.07%
10,157
+2,717
95
$1.66M 0.06%
9,106
+69
96
$1.66M 0.06%
11,652
97
$1.58M 0.06%
20,455
98
$1.56M 0.06%
11,710
+17
99
$1.53M 0.06%
15,350
100
$1.52M 0.06%
7,870
-3,927
2 3
4
5 6