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
$3.55B
AUM Growth
-$679M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1
+$37.3M
2
+$15.7M
3
+$5.01M
4
AMZN icon
Amazon
AMZN
+$4.54M
5
CNI icon
Canadian National Railway
CNI
+$4.29M

Top Sells

1
+$51.5M
2
+$3.67M
3
+$2.11M
4
AAPL icon
Apple
AAPL
+$1.61M
5
SBUX icon
Starbucks
SBUX
+$1.34M

Sector Composition

1 Financials 24.01%
2 Technology 18.25%
3 Industrials 10.38%
4 Healthcare 10.15%
5 Consumer Discretionary 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$606K 0.02%
14,552
-5,450
152
$602K 0.02%
2,583
153
$594K 0.02%
1,693
-1,507
154
$586K 0.02%
892
155
$579K 0.02%
5,700
156
$579K 0.02%
9,323
-1,050
157
$570K 0.02%
16,312
158
$566K 0.02%
6,306
-836
159
$561K 0.02%
2,204
-52
160
$555K 0.02%
10,000
161
$555K 0.02%
6,000
162
$545K 0.02%
1,670
+71
163
$544K 0.02%
2,734
-589
164
$541K 0.02%
2,693
+385
165
$540K 0.02%
12,918
166
$536K 0.02%
3,064
-422
167
$523K 0.01%
5,453
+233
168
$520K 0.01%
4,071
-1,650
169
$512K 0.01%
5,250
170
$507K 0.01%
895
171
$495K 0.01%
6,509
+5
172
$494K 0.01%
1,148
173
$490K 0.01%
1,274
174
$485K 0.01%
3,650
175
$477K 0.01%
2,000
5 6
7
8 9