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
$2.61B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1
+$35.2M
2
+$8.95M
3
+$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.67M
5
MHK icon
Mohawk Industries
MHK
+$5.78M

Top Sells

1
+$9.15M
2
+$9.04M
3
+$3.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
PYPL icon
PayPal
PYPL
+$1.33M

Sector Composition

1 Financials 20.8%
2 Consumer Discretionary 13.21%
3 Industrials 10.39%
4 Technology 10.03%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$487K 0.02%
3,223
-50
177
$479K 0.02%
9,800
178
$470K 0.02%
3,034
179
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180
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182
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183
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184
$435K 0.02%
22,650
-8,500
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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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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4,578
199
$391K 0.02%
13,979
-2,894
200
$388K 0.01%
4,228
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