DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.74B
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$62M
3
+$35.6M
4
MRK icon
Merck
MRK
+$34.2M
5
AON icon
Aon
AON
+$22.7M

Top Sells

1
+$103M
2
+$8.14M
3
+$7.94M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.09M

Sector Composition

1 Financials 25.31%
2 Technology 12.6%
3 Consumer Discretionary 11.66%
4 Communication Services 10.34%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$753K 0.02%
5,950
152
$738K 0.02%
12,952
153
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154
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156
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157
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2,346
159
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163
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164
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165
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166
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167
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174
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4,345
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175
$570K 0.02%
1,525
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