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
$3.65B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.6M
3
+$6.71M
4
ZTS icon
Zoetis
ZTS
+$6.19M
5
AMZN icon
Amazon
AMZN
+$6.09M

Top Sells

1
+$68.6M
2
+$27.6M
3
+$8.38M
4
TJX icon
TJX Companies
TJX
+$1.95M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.5M

Sector Composition

1 Financials 23.34%
2 Technology 14.98%
3 Healthcare 12.72%
4 Industrials 12.09%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$619K 0.02%
1,273
+125
152
$600K 0.02%
5,700
-157
153
$596K 0.02%
16,312
154
$593K 0.02%
2,557
-26
155
$591K 0.02%
4,483
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156
$581K 0.02%
8,723
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157
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6,000
158
$574K 0.02%
877
-15
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$571K 0.02%
3,650
160
$559K 0.02%
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-108
161
$556K 0.02%
12,168
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163
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7,055
164
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4,616
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165
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11,178
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166
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4,800
167
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169
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170
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171
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2,175
172
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2,000
173
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5,568
174
$461K 0.01%
9,145
-1,558
175
$458K 0.01%
3,071
-150
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7
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