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
$1.27B
AUM Growth
-$19.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1 +$20.4M
2 +$15.3M
3 +$13.8M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
SM icon
SM Energy
SM
+$9.62M

Top Sells

1 +$22.5M
2 +$19.4M
3 +$12.2M
4
WMT icon
Walmart
WMT
+$6.44M
5
EMR icon
Emerson Electric
EMR
+$4.4M

Sector Composition

1 Financials 18.55%
2 Consumer Staples 14.99%
3 Industrials 13.83%
4 Healthcare 12.88%
5 Communication Services 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$524K 0.04%
4,516
152
$516K 0.04%
+14,300
153
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7,225
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154
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161
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163
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169
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