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
$4.23B
AUM Growth
-$227M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1 +$77.7M
2 +$76.2M
3 +$41.3M
4
UNH icon
UnitedHealth
UNH
+$33.2M
5
AMZN icon
Amazon
AMZN
+$11.1M

Top Sells

1 +$80.6M
2 +$61.9M
3 +$42M
4
BDX icon
Becton Dickinson
BDX
+$8.22M
5
MRK icon
Merck
MRK
+$6.48M

Sector Composition

1 Financials 24.61%
2 Technology 20.27%
3 Consumer Discretionary 10.11%
4 Communication Services 9.74%
5 Industrials 9.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$1.05M 0.02%
12,695
127
$1.01M 0.02%
2,438
-98
128
$1M 0.02%
56,208
-4,533
129
$1M 0.02%
5,480
130
$994K 0.02%
17,525
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131
$934K 0.02%
9,530
132
$925K 0.02%
22,437
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133
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3,323
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134
$874K 0.02%
5,721
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$864K 0.02%
8,532
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136
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137
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140
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147
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148
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149
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5,528
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150
$719K 0.02%
9,478
-250