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
$2.68B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$56.1M
3
+$42.4M
4
PYPL icon
PayPal
PYPL
+$39.7M
5
SPOT icon
Spotify
SPOT
+$16.5M

Top Sells

1
+$66.2M
2
+$60.8M
3
+$40.8M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
MCD icon
McDonald's
MCD
+$3.03M

Sector Composition

1 Financials 20.78%
2 Technology 14.32%
3 Consumer Discretionary 10.56%
4 Communication Services 9.46%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$719K 0.03%
3,732
+39
127
$704K 0.03%
5,750
128
$702K 0.03%
29,543
-4,226
129
$688K 0.03%
2,850
+1,800
130
$686K 0.03%
15,072
-3,775
131
$682K 0.03%
7,628
-100
132
$680K 0.03%
7,973
133
$680K 0.03%
5,965
-315
134
$670K 0.03%
2,365
135
$663K 0.02%
28,512
-2,745
136
$661K 0.02%
6,250
-149
137
$651K 0.02%
7,098
+1,199
138
$648K 0.02%
10,500
139
$620K 0.02%
+8,000
140
$619K 0.02%
27,455
+5,034
141
$608K 0.02%
1,500
+750
142
$606K 0.02%
11,381
-745
143
$561K 0.02%
7,658
+100
144
$550K 0.02%
4,074
-17
145
$548K 0.02%
19,146
+346
146
$544K 0.02%
4,681
-651
147
$544K 0.02%
9,845
-509
148
$537K 0.02%
8,270
+1,215
149
$534K 0.02%
13,374
+422
150
$533K 0.02%
600
-91
4 5
6
7 8