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
$1.39B
AUM Growth
+$37.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$15.5M
3
+$14.4M
4
ECL icon
Ecolab
ECL
+$14.3M
5
AAPL icon
Apple
AAPL
+$13.6M

Top Sells

1
+$16.2M
2
+$15.4M
3
+$11.6M
4
BABA icon
Alibaba
BABA
+$10.8M
5
FWONA icon
Liberty Media Series A
FWONA
+$8.93M

Sector Composition

1 Financials 18.35%
2 Consumer Staples 16.16%
3 Healthcare 13.41%
4 Industrials 12.94%
5 Communication Services 7.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$341K 0.02%
4,268
-192,534
177
$337K 0.02%
5,818
178
$336K 0.02%
4,279
179
$335K 0.02%
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180
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182
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6,000
183
$298K 0.02%
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184
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10,500
185
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186
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187
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188
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189
$274K 0.02%
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190
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191
$271K 0.02%
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192
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193
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194
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195
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196
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197
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198
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5,000
199
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5,000
200
$244K 0.02%
9,042
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