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
$2.61B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$8.95M
3
+$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.67M
5
MHK icon
Mohawk Industries
MHK
+$5.78M

Top Sells

1
+$9.15M
2
+$9.04M
3
+$3.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
PYPL icon
PayPal
PYPL
+$1.33M

Sector Composition

1 Financials 20.8%
2 Consumer Discretionary 13.21%
3 Industrials 10.39%
4 Technology 10.03%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$645K 0.02%
+40,170
152
$642K 0.02%
5,583
+901
153
$633K 0.02%
15,468
-2,000
154
$628K 0.02%
11,420
-725
155
$622K 0.02%
7,835
156
$617K 0.02%
10,275
+844
157
$604K 0.02%
14,660
+2,360
158
$594K 0.02%
895
159
$568K 0.02%
2,739
+200
160
$562K 0.02%
4,950
161
$560K 0.02%
2,891
+48
162
$554K 0.02%
2,033
+10
163
$539K 0.02%
2,500
164
$535K 0.02%
4,785
+1,310
165
$534K 0.02%
11,987
-11,612
166
$533K 0.02%
4,843
+320
167
$532K 0.02%
12,952
168
$532K 0.02%
5,550
-77
169
$522K 0.02%
13,442
-3,668
170
$518K 0.02%
8,665
171
$512K 0.02%
4,716
172
$511K 0.02%
5,700
-60
173
$508K 0.02%
2,332
+307
174
$499K 0.02%
8,424
-500
175
$493K 0.02%
11,223
-9,852
5 6
7
8 9