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
$2.68B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$56.1M
3
+$42.4M
4
PYPL icon
PayPal
PYPL
+$39.7M
5
SPOT icon
Spotify
SPOT
+$16.5M

Top Sells

1
+$66.2M
2
+$60.8M
3
+$40.8M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
MCD icon
McDonald's
MCD
+$3.03M

Sector Composition

1 Financials 20.78%
2 Technology 14.32%
3 Consumer Discretionary 10.56%
4 Communication Services 9.46%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$402K 0.02%
4,950
-30
177
$402K 0.02%
2,032
+22
178
$399K 0.01%
11,727
-56
179
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1,369
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180
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3,296
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181
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3,113
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182
$395K 0.01%
4,512
183
$394K 0.01%
4,578
184
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3,034
185
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186
$387K 0.01%
7,080
187
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19,950
188
$373K 0.01%
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189
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190
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+3,000
191
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2,081
192
$346K 0.01%
+6,088
193
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752
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194
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+1,275
195
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10,000
196
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3,300
197
$328K 0.01%
+14,066
198
$322K 0.01%
10,800
-425
199
$321K 0.01%
3,580
-738,802
200
$316K 0.01%
15,000
-179
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