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
$3.51B
AUM Growth
+$432M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
283
New
Increased
Reduced
Closed

Top Buys

1
+$44.3M
2
+$17.2M
3
+$14.7M
4
AMZN icon
Amazon
AMZN
+$11.7M
5
JPM icon
JPMorgan Chase
JPM
+$7.08M

Top Sells

1
+$59.8M
2
+$12.5M
3
+$4.39M
4
DEO icon
Diageo
DEO
+$2.39M
5
DE icon
Deere & Co
DE
+$1.45M

Sector Composition

1 Financials 22.63%
2 Technology 13.45%
3 Consumer Discretionary 11.47%
4 Communication Services 10.49%
5 Healthcare 9.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.7M 0.05%
20,568
-1,500
102
$1.65M 0.05%
13,050
-300
103
$1.65M 0.05%
17,447
-625
104
$1.54M 0.04%
65,700
105
$1.51M 0.04%
69,695
-4,342
106
$1.45M 0.04%
9,425
+60
107
$1.41M 0.04%
10,438
108
$1.39M 0.04%
+6,121
109
$1.28M 0.04%
13,734
-405
110
$1.25M 0.04%
13,365
+365
111
$1.16M 0.03%
2,147
+995
112
$1.1M 0.03%
13,018
-1,936
113
$1.08M 0.03%
4,800
+176
114
$1.05M 0.03%
37,250
-500
115
$1.03M 0.03%
4,227
+99
116
$1.03M 0.03%
79,240
+2,000
117
$1M 0.03%
1,393
+43
118
$990K 0.03%
8,454
119
$984K 0.03%
17,725
120
$980K 0.03%
17,320
121
$972K 0.03%
8,000
122
$964K 0.03%
13,554
123
$947K 0.03%
19,748
-300
124
$946K 0.03%
3,106
125
$945K 0.03%
4,900
3 4
5
6 7