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
$3.65B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.6M
3
+$6.71M
4
ZTS icon
Zoetis
ZTS
+$6.19M
5
AMZN icon
Amazon
AMZN
+$6.09M

Top Sells

1
+$68.6M
2
+$27.6M
3
+$8.38M
4
TJX icon
TJX Companies
TJX
+$1.95M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.5M

Sector Composition

1 Financials 23.34%
2 Technology 14.98%
3 Healthcare 12.72%
4 Industrials 12.09%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.99M 0.08%
29,697
+445
77
$2.94M 0.08%
58,149
+378
78
$2.91M 0.08%
31,252
-532
79
$2.81M 0.08%
39,115
-582
80
$2.72M 0.07%
19,335
-228
81
$2.62M 0.07%
55,368
-54
82
$2.55M 0.07%
25,417
-11
83
$2.43M 0.07%
13,963
84
$2.43M 0.07%
23,044
85
$2.29M 0.06%
26,387
-1,854
86
$2.15M 0.06%
8,995
-1,500
87
$2.1M 0.06%
3,841
+116
88
$2.1M 0.06%
9,775
-271
89
$2.06M 0.06%
5,399
+1,794
90
$1.91M 0.05%
18,864
-3
91
$1.89M 0.05%
65,696
+196
92
$1.88M 0.05%
5,588
-4,353
93
$1.83M 0.05%
4,703
94
$1.79M 0.05%
12,328
-4,810
95
$1.78M 0.05%
8,075
-20
96
$1.77M 0.05%
14,409
+90
97
$1.77M 0.05%
37,228
+1,051
98
$1.73M 0.05%
5,310
-399
99
$1.72M 0.05%
5,372
-248
100
$1.66M 0.05%
36,975
2 3
4
5 6