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
$2.61B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$35.2M
2 +$8.95M
3 +$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.67M
5
MHK icon
Mohawk Industries
MHK
+$5.78M

Top Sells

1 +$9.15M
2 +$9.04M
3 +$3.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
PYPL icon
PayPal
PYPL
+$1.33M

Sector Composition

1 Financials 20.8%
2 Consumer Discretionary 13.21%
3 Industrials 10.39%
4 Technology 10.03%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$1.48M 0.06%
17,320
102
$1.36M 0.05%
24,506
103
$1.33M 0.05%
15,282
+287
104
$1.24M 0.05%
43,240
105
$1.21M 0.05%
13,000
106
$1.14M 0.04%
63,000
107
$1.14M 0.04%
3,028
+828
108
$1.12M 0.04%
5,163
-297
109
$1.11M 0.04%
2,839
+1,034
110
$1.09M 0.04%
37,517
+13,576
111
$1.09M 0.04%
18,847
112
$1.08M 0.04%
15,108
-1,761
113
$1.06M 0.04%
18,346
+546
114
$1.05M 0.04%
7,200
-900
115
$1M 0.04%
11,450
116
$989K 0.04%
53,075
+8,600
117
$980K 0.04%
76,200
118
$978K 0.04%
3,541
+100
119
$976K 0.04%
14,188
120
$965K 0.04%
3,253
+42
121
$923K 0.04%
32,350
122
$910K 0.03%
88,565
123
$893K 0.03%
12,142
+1,674
124
$889K 0.03%
9,340
+2,567
125
$888K 0.03%
8,084
+6