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
$1.84B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$22.4M
2
+$4.42M
3
+$3.95M
4
SBUX icon
Starbucks
SBUX
+$3.03M
5
NKE icon
Nike
NKE
+$2.78M

Top Sells

1
+$16.3M
2
+$13.9M
3
+$13.1M
4
CVS icon
CVS Health
CVS
+$1.93M
5
AAPL icon
Apple
AAPL
+$1.76M

Sector Composition

1 Financials 21.59%
2 Consumer Staples 14.08%
3 Industrials 12.63%
4 Healthcare 11.33%
5 Technology 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$431K 0.02%
8,050
-20
177
$429K 0.02%
2,800
178
$405K 0.02%
10,400
179
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180
$395K 0.02%
11,991
181
$390K 0.02%
6,000
182
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550
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183
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184
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185
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186
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187
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188
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189
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190
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191
$352K 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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199
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6,022
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200
$300K 0.02%
4,512
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