DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.74B
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$62M
3
+$35.6M
4
MRK icon
Merck
MRK
+$34.2M
5
AON icon
Aon
AON
+$22.7M

Top Sells

1
+$103M
2
+$8.14M
3
+$7.94M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.09M

Sector Composition

1 Financials 25.31%
2 Technology 12.6%
3 Consumer Discretionary 11.66%
4 Communication Services 10.34%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.19M 0.09%
54,856
-4,610
77
$3.17M 0.09%
18,500
-1,000
78
$3.17M 0.09%
14,614
+540
79
$3.14M 0.08%
29,843
+7,214
80
$3.11M 0.08%
48,580
-2,308
81
$3.07M 0.08%
13,245
82
$2.97M 0.08%
25,143
+19,055
83
$2.84M 0.08%
5,807
-2,000
84
$2.8M 0.08%
26,751
+13,733
85
$2.76M 0.07%
1,511
86
$2.75M 0.07%
49,020
+15,490
87
$2.67M 0.07%
49,390
-6,909
88
$2.56M 0.07%
6,099
+1,666
89
$2.53M 0.07%
55,863
+10,434
90
$2.48M 0.07%
49,024
+12,685
91
$2.47M 0.07%
6,900
-500
92
$2.45M 0.07%
10,138
93
$2.33M 0.06%
9,140
+15
94
$2.33M 0.06%
13,685
95
$2.28M 0.06%
5,954
-659
96
$2.26M 0.06%
35,802
+1,085
97
$2.15M 0.06%
49,500
+1,300
98
$2.13M 0.06%
4,489
99
$2.09M 0.06%
6,384
-180
100
$2.06M 0.06%
16,171
-4,393
2 3
4
5 6