DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.74B
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$62M
3
+$35.6M
4
MRK icon
Merck
MRK
+$34.2M
5
AON icon
Aon
AON
+$22.7M

Top Sells

1
+$103M
2
+$8.14M
3
+$7.94M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.09M

Sector Composition

1 Financials 25.31%
2 Technology 12.6%
3 Consumer Discretionary 11.66%
4 Communication Services 10.34%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.93M 0.05%
53,380
-935
102
$1.89M 0.05%
82,773
+13,078
103
$1.86M 0.05%
+13,512
104
$1.76M 0.05%
65,700
105
$1.75M 0.05%
12,750
-300
106
$1.73M 0.05%
+13,324
107
$1.73M 0.05%
6,184
-340
108
$1.6M 0.04%
25,022
-8,718
109
$1.49M 0.04%
9,425
110
$1.48M 0.04%
25,198
-3,973
111
$1.46M 0.04%
7,800
+2,848
112
$1.43M 0.04%
16,068
-4,500
113
$1.41M 0.04%
13,365
114
$1.38M 0.04%
2,750
+1,250
115
$1.36M 0.04%
9,768
-670
116
$1.32M 0.04%
37,250
117
$1.3M 0.03%
15,158
-2,289
118
$1.29M 0.03%
1,716
+323
119
$1.2M 0.03%
+8,830
120
$1.18M 0.03%
3,631
+525
121
$1.17M 0.03%
4,900
+100
122
$1.15M 0.03%
19,748
123
$1.12M 0.03%
12,580
+6,250
124
$1.12M 0.03%
11,434
-2,300
125
$1.08M 0.03%
20,720
-750
3 4
5
6 7