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
$3.51B
AUM Growth
+$432M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$17.2M
3
+$14.7M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
JPM icon
JPMorgan Chase
JPM
+$7.08M

Top Sells

1
+$59.8M
2
+$12.5M
3
+$4.39M
4
DEO icon
Diageo
DEO
+$2.39M
5
DE icon
Deere & Co
DE
+$1.45M

Sector Composition

1 Financials 22.63%
2 Technology 13.45%
3 Consumer Discretionary 11.47%
4 Communication Services 10.49%
5 Healthcare 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.51M 0.07%
6,613
77
$2.48M 0.07%
20,564
+1,182
78
$2.41M 0.07%
13,245
79
$2.31M 0.07%
13,685
+131
80
$2.3M 0.07%
22,629
+8,245
81
$2.28M 0.07%
19,357
+7,681
82
$2.25M 0.06%
4,489
+231
83
$2.18M 0.06%
45,429
-351
84
$2.15M 0.06%
34,717
-753
85
$2.13M 0.06%
33,530
+7,079
86
$2.12M 0.06%
87,420
+17,843
87
$2.11M 0.06%
10,138
88
$2.08M 0.06%
2,910
+758
89
$2.02M 0.06%
33,740
-4,945
90
$2.02M 0.06%
6,966
+1,347
91
$2M 0.06%
54,315
-775
92
$1.98M 0.06%
4,433
+840
93
$1.95M 0.06%
9,125
-130
94
$1.94M 0.06%
43,347
+3,530
95
$1.9M 0.05%
5,771
+1,779
96
$1.88M 0.05%
36,339
+10,778
97
$1.74M 0.05%
48,200
+200
98
$1.73M 0.05%
6,564
+4,597
99
$1.72M 0.05%
6,524
-250
100
$1.71M 0.05%
29,171
2 3
4
5 6