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
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+1,800
130
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-3,775
131
$682K 0.03%
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-100
132
$680K 0.03%
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133
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134
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135
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136
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139
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140
$619K 0.02%
27,455
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141
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144
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145
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146
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147
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148
$537K 0.02%
8,270
+1,215
149
$534K 0.02%
13,374
+422
150
$533K 0.02%
600
-91