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DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.46B
1-Year Est. Return
11.49%
This Fund
S&P 500
This Quarter
Est. Return
+1.42%
1 Year Est. Return
+11.49%
3 Year Est. Return
+66.59%
5 Year Est. Return
+87.07%
10 Year Est. Return
+344%
AUM
$826M
AUM Growth
–
Cap. Flow
+$833M
Cap. Flow
% of AUM
100.8%
Top 10 Holdings %
Top 10 Hldgs %
34.93%
Holding
179
New
179
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$50.5M |
| 2 |
ExxonMobil
XOM
|
+$43.2M |
| 3 |
IBM
IBM
|
+$28.1M |
| 4 |
Coca-Cola
KO
|
+$26.8M |
| 5 |
Markel Group
MKL
|
+$24.2M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 21.81% |
| 2 | Consumer Staples | 17.77% |
| 3 | Energy | 12.58% |
| 4 | Industrials | 12.17% |
| 5 | Healthcare | 11.22% |
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Douglass Winthrop Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Douglass Winthrop Advisors, which disclosed 179 positions worth $826M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Berkshire Hathaway Class B: 458,734 shares worth $51.3M.
By sector, the portfolio is most concentrated in Financials at 22% of assets, followed by Consumer Staples and Energy.
- Douglass Winthrop Advisors's largest Q2 2013 buy was Berkshire Hathaway Class B: 458,734 shares worth $51.3M.
- Douglass Winthrop Advisors's ten largest holdings make up 35% of its $826M portfolio in Q2 2013.
- Douglass Winthrop Advisors disclosed 179 positions in Q2 2013, its first 13F filing on record.
Based on Douglass Winthrop Advisors's 13F filing for Q2 2013, filed 31 Jul 2013.