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
$4.48B
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$6.68M
2
+$4.98M
3
+$4.36M
4
INTU icon
Intuit
INTU
+$3.24M
5
UBER icon
Uber
UBER
+$3.13M

Top Sells

1
+$18.8M
2
+$6.26M
3
+$3.84M
4
APTV icon
Aptiv
APTV
+$3.76M
5
COST icon
Costco
COST
+$3.17M

Sector Composition

1 Financials 24.33%
2 Technology 17.51%
3 Healthcare 11.67%
4 Industrials 11.59%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.44M 0.03%
12,114
+3,763
102
$1.42M 0.03%
3,032
-207
103
$1.4M 0.03%
48,607
-6,331
104
$1.39M 0.03%
2,331
+49
105
$1.35M 0.03%
12,500
106
$1.32M 0.03%
1,868
+68
107
$1.26M 0.03%
5,846
+700
108
$1.26M 0.03%
6,138
+1,250
109
$1.24M 0.03%
64,575
110
$1.21M 0.03%
24,026
-174
111
$1.17M 0.03%
19,709
+6,653
112
$1.1M 0.02%
8,477
+92
113
$1.1M 0.02%
14,804
+1,880
114
$1.07M 0.02%
5,383
115
$1.05M 0.02%
20,826
116
$1.04M 0.02%
5,477
-300
117
$1.02M 0.02%
12,065
118
$1.02M 0.02%
26,949
+461
119
$992K 0.02%
8,890
+3,980
120
$989K 0.02%
2,545
-4,751
121
$967K 0.02%
+11,755
122
$938K 0.02%
+12,035
123
$935K 0.02%
12,952
124
$914K 0.02%
30,000
-1,800
125
$867K 0.02%
1,600
3 4
5
6 7