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
$1.08B
AUM Growth
-$1.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$11.4M
2 +$4.24M
3 +$1.89M
4
DE icon
Deere & Co
DE
+$1.59M
5
MTUS icon
Metallus
MTUS
+$1.34M

Sector Composition

1 Financials 21.62%
2 Consumer Staples 16.66%
3 Industrials 11.77%
4 Healthcare 10.34%
5 Energy 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
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9,090
127
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30,200
-160
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24,750
129
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12,785
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136
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137
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147
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$353K 0.03%
10,128