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
$1.29B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$293K
2
+$253K
3
+$89.4K
4
BHP icon
BHP
BHP
+$18.2K
5
BP icon
BP
BP
+$12.4K

Sector Composition

1 Financials 17.91%
2 Consumer Staples 15.04%
3 Healthcare 13.5%
4 Industrials 13.05%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$632K 0.05%
24,750
152
$629K 0.05%
8,870
153
$626K 0.05%
5,789
154
$609K 0.05%
10,557
155
$582K 0.05%
2,575
156
$580K 0.05%
7,442
157
$565K 0.04%
6,200
158
$559K 0.04%
3,727
159
$534K 0.04%
4,516
160
$528K 0.04%
3,316
161
$519K 0.04%
1,420
162
$516K 0.04%
2,482
163
$511K 0.04%
15,200
164
$511K 0.04%
7,500
165
$501K 0.04%
19,000
166
$487K 0.04%
3,700
167
$476K 0.04%
4,797
168
$474K 0.04%
3,500
169
$473K 0.04%
4,684
170
$473K 0.04%
93,889
171
$466K 0.04%
9,090
172
$465K 0.04%
7,357
173
$459K 0.04%
18,421
174
$452K 0.04%
11,000
175
$449K 0.03%
7,200
5 6
7
8 9