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
$1.29B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$293K
2
+$253K
3
+$89.4K
4
BHP icon
BHP
BHP
+$18.2K
5
BP icon
BP
BP
+$12.4K

Sector Composition

1 Financials 17.91%
2 Consumer Staples 15.04%
3 Healthcare 13.5%
4 Industrials 13.05%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$931K 0.07%
9,000
127
$905K 0.07%
13,000
128
$891K 0.07%
20,649
129
$889K 0.07%
7,710
130
$888K 0.07%
7,300
131
$882K 0.07%
26,792
-377
132
$872K 0.07%
7,751
133
$868K 0.07%
38,050
134
$857K 0.07%
15,800
135
$846K 0.07%
16,550
136
$822K 0.06%
18,560
137
$810K 0.06%
2,723
138
$809K 0.06%
7,115
139
$799K 0.06%
7,031
140
$796K 0.06%
35,100
141
$762K 0.06%
28,779
142
$761K 0.06%
18,095
143
$759K 0.06%
9,500
144
$710K 0.06%
11,707
145
$702K 0.05%
14,200
146
$699K 0.05%
12,243
147
$685K 0.05%
6,148
148
$643K 0.05%
8,000
149
$638K 0.05%
9,198
150
$637K 0.05%
11,320
4 5
6
7 8