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
$1.09B
AUM Growth
+$72.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$5.09M
3 +$3.84M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.66M
5
DE icon
Deere & Co
DE
+$1.78M

Top Sells

1 +$5.76M
2 +$2.36M
3 +$912K
4
MRK icon
Merck
MRK
+$614K
5
ETP
Energy Transfer Partners L.p.
ETP
+$536K

Sector Composition

1 Financials 21.09%
2 Consumer Staples 16.83%
3 Industrials 11.48%
4 Healthcare 11.31%
5 Energy 10.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$713K 0.07%
5,602
102
$696K 0.06%
12,324
+815
103
$664K 0.06%
8,000
104
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16,858
-4,302
105
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106
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107
$609K 0.06%
8,570
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108
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109
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6,331
110
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13,150
-7,830
111
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3,727
112
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6,925
113
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114
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9,090
115
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116
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18,560
117
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30,360
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118
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119
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120
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121
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122
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14,025
+1,240
123
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5,138
124
$458K 0.04%
2,450
125
$446K 0.04%
6,698