DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.54B
This Quarter Return
-2.62%
1 Year Return
+21.18%
3 Year Return
+83.73%
5 Year Return
+139.67%
10 Year Return
+337.73%
AUM
$4.04B
AUM Growth
+$4.04B
(-3.5%)
Cap. Flow
-$1.91M
Cap. Flow
% of AUM
-0.05%
Top 10 Holdings %
Top 10 Hldgs %
41.52%
Holding
253
New
12
Increased
62
Reduced
76
Closed
17
Top Buys
| 1 |
Texas Pacific Land
TPL
|
$39M |
| 2 |
Tractor Supply
TSCO
|
$11.6M |
| 3 |
Uber
UBER
|
$11.4M |
| 4 |
Forge Global Holdings
FRGE
|
$10.2M |
| 5 |
Brookfield Asset Management
BAM
|
$9.12M |
Top Sells
| 1 |
Charter Communications
CHTR
|
$59M |
| 2 |
Apple
AAPL
|
$8.81M |
| 3 |
Rockwell Automation
ROK
|
$7.61M |
| 4 |
Microsoft
MSFT
|
$7.56M |
| 5 |
Alphabet (Google) Class C
GOOG
|
$6.87M |
Sector Composition
| 1 | Financials | 25.36% |
| 2 | Technology | 17% |
| 3 | Healthcare | 11.76% |
| 4 | Industrials | 11.13% |
| 5 | Communication Services | 9.21% |
