DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.54B
This Quarter Return
+1.42%
1 Year Return
+21.18%
3 Year Return
+83.73%
5 Year Return
+139.67%
10 Year Return
+337.73%
AUM
$826M
AUM Growth
–
Cap. Flow
+$826M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.93%
Holding
179
New
179
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$51.3M |
| 2 |
Exxon Mobil
XOM
|
$43.4M |
| 3 |
IBM
IBM
|
$26.3M |
| 4 |
Coca-Cola
KO
|
$25.9M |
| 5 |
Markel Group
MKL
|
$24.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 21.81% |
| 2 | Consumer Staples | 17.77% |
| 3 | Energy | 12.58% |
| 4 | Industrials | 12.17% |
| 5 | Healthcare | 11.22% |
