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
$4.48B
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$4.98M
3
+$4.36M
4
INTU icon
Intuit
INTU
+$3.24M
5
UBER icon
Uber
UBER
+$3.13M

Top Sells

1
+$18.8M
2
+$6.26M
3
+$3.84M
4
APTV icon
Aptiv
APTV
+$3.76M
5
COST icon
Costco
COST
+$3.17M

Sector Composition

1 Financials 24.33%
2 Technology 17.51%
3 Healthcare 11.67%
4 Industrials 11.59%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.11M 0.07%
19,014
-81
77
$3.04M 0.07%
11,543
-165
78
$3.03M 0.07%
10,126
79
$3M 0.07%
57,168
+2,550
80
$2.81M 0.06%
22,193
81
$2.53M 0.06%
8,570
82
$2.5M 0.06%
17,164
-1,285
83
$2.41M 0.05%
46,919
-200
84
$2.23M 0.05%
4,600
-155
85
$2.19M 0.05%
23,310
+6,826
86
$2.17M 0.05%
13,793
87
$2.17M 0.05%
5,278
+104
88
$2.1M 0.05%
4,810
+2,320
89
$2.1M 0.05%
5,441
-27
90
$2.02M 0.05%
22,055
91
$1.99M 0.04%
22,030
-250
92
$1.88M 0.04%
42,834
+983
93
$1.87M 0.04%
3,927
+209
94
$1.85M 0.04%
8,175
+100
95
$1.82M 0.04%
8,663
+605
96
$1.63M 0.04%
31,377
97
$1.61M 0.04%
4,547
+5
98
$1.55M 0.03%
14,693
-57
99
$1.48M 0.03%
41,802
100
$1.45M 0.03%
11,100
+1,000
2 3
4
5 6