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
$2.61B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$8.95M
3
+$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.67M
5
MHK icon
Mohawk Industries
MHK
+$5.78M

Top Sells

1
+$9.15M
2
+$9.04M
3
+$3.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
PYPL icon
PayPal
PYPL
+$1.33M

Sector Composition

1 Financials 20.8%
2 Consumer Discretionary 13.21%
3 Industrials 10.39%
4 Technology 10.03%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$887K 0.03%
16,025
127
$881K 0.03%
18,800
128
$875K 0.03%
7,350
+5,750
129
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36,050
-1,573
130
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21,450
131
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6,621
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132
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11,000
133
$810K 0.03%
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134
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-1,255
135
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13,635
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136
$777K 0.03%
+719
137
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4,960
138
$737K 0.03%
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139
$724K 0.03%
4,900
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140
$721K 0.03%
6,549
141
$719K 0.03%
15,897
142
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3,155
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143
$698K 0.03%
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144
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145
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14,513
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146
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147
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8,422
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148
$671K 0.03%
2,524
-150
149
$662K 0.03%
10,450
-195
150
$652K 0.02%
11,750
4 5
6
7 8