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
$1.29B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$293K
2
+$253K
3
+$89.4K
4
BHP icon
BHP
BHP
+$18.2K
5
BP icon
BP
BP
+$12.4K

Sector Composition

1 Financials 17.91%
2 Consumer Staples 15.04%
3 Healthcare 13.5%
4 Industrials 13.05%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$447K 0.03%
5,681
177
$446K 0.03%
5,282
178
$437K 0.03%
7,000
179
$430K 0.03%
5,600
180
$426K 0.03%
6,520
181
$420K 0.03%
7,500
182
$419K 0.03%
10,040
183
$415K 0.03%
13,140
184
$408K 0.03%
4,800
185
$404K 0.03%
4,641
186
$401K 0.03%
9,250
187
$397K 0.03%
8,810
188
$386K 0.03%
20,475
189
$371K 0.03%
2,648
190
$368K 0.03%
8,425
191
$354K 0.03%
2,200
192
$339K 0.03%
3,407
193
$339K 0.03%
8,878
194
$330K 0.03%
7,952
-438
195
$315K 0.02%
2,910
196
$314K 0.02%
3,818
197
$312K 0.02%
8,000
198
$307K 0.02%
3,400
199
$304K 0.02%
8,413
200
$302K 0.02%
2,380
6 7
8
9 10