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
$4.48B
AUM Growth
+$439M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1 +$6.68M
2 +$4.98M
3 +$4.36M
4
INTU icon
Intuit
INTU
+$3.24M
5
UBER icon
Uber
UBER
+$3.13M

Top Sells

1 +$18.8M
2 +$6.26M
3 +$3.84M
4
APTV icon
Aptiv
APTV
+$3.76M
5
COST icon
Costco
COST
+$3.17M

Sector Composition

1 Financials 24.33%
2 Technology 17.51%
3 Healthcare 11.67%
4 Industrials 11.59%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
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1,325
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