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
151
$711K 0.02%
3,284
152
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10,000
153
$700K 0.02%
2,800
154
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155
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158
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159
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162
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163
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164
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166
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167
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170
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173
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9,800
174
$548K 0.01%
1,612
175
$547K 0.01%
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