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
$1.29B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$293K
2
+$253K
3
+$89.4K
4
BHP icon
BHP
BHP
+$18.2K
5
BP icon
BP
BP
+$12.4K

Sector Composition

1 Financials 17.91%
2 Consumer Staples 15.04%
3 Healthcare 13.5%
4 Industrials 13.05%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.35M 0.1%
11,815
102
$1.32M 0.1%
32,921
103
$1.28M 0.1%
11,945
104
$1.24M 0.1%
43,864
105
$1.22M 0.1%
2,900
106
$1.22M 0.1%
19,220
107
$1.19M 0.09%
26,850
108
$1.19M 0.09%
14,725
109
$1.16M 0.09%
90,000
110
$1.15M 0.09%
5,650
111
$1.11M 0.09%
8,268
112
$1.08M 0.08%
19,098
113
$1.08M 0.08%
13,400
114
$1.06M 0.08%
12,848
115
$1.05M 0.08%
14,300
116
$1.02M 0.08%
11,070
117
$1.02M 0.08%
24,398
118
$1.01M 0.08%
21,250
119
$1.01M 0.08%
23,020
120
$993K 0.08%
14,907
121
$989K 0.08%
12,876
122
$981K 0.08%
14,357
123
$977K 0.08%
22,800
124
$950K 0.07%
11,581
125
$931K 0.07%
50,020
3 4
5
6 7