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
$3.08B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$49.8M
2 +$26.3M
3 +$14M
4
ECL icon
Ecolab
ECL
+$6.55M
5
BDX icon
Becton Dickinson
BDX
+$5.52M

Top Sells

1 +$19.9M
2 +$18.8M
3 +$16.3M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.77M
5
AXP icon
American Express
AXP
+$4.53M

Sector Composition

1 Financials 20.75%
2 Technology 13.58%
3 Consumer Discretionary 11.09%
4 Healthcare 9.92%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$761K 0.02%
1,350
127
$752K 0.02%
13,554
-5,649
128
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17,320
129
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130
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4,952
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133
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136
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137
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140
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141
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12,952
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150
$597K 0.02%
8,691
+26