DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.54B
This Quarter Return
-3.63%
1 Year Return
+21.18%
3 Year Return
+83.73%
5 Year Return
+139.67%
10 Year Return
+337.73%
AUM
$4.23B
AUM Growth
+$4.23B
(-5.1%)
Cap. Flow
+$62.2M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
43%
Holding
287
New
14
Increased
64
Reduced
103
Closed
19
Top Buys
| 1 |
Texas Instruments
TXN
|
$77.7M |
| 2 |
Adobe
ADBE
|
$76.2M |
| 3 |
Zoetis
ZTS
|
$41.3M |
| 4 |
UnitedHealth
UNH
|
$33.2M |
| 5 |
Amazon
AMZN
|
$11.1M |
Top Sells
| 1 |
eBay
EBAY
|
$80.6M |
| 2 |
BKI
Black Knight, Inc. Common Stock
BKI
|
$61.9M |
| 3 |
PayPal
PYPL
|
$42M |
| 4 |
Becton Dickinson
BDX
|
$8.22M |
| 5 |
Merck
MRK
|
$6.48M |
Sector Composition
| 1 | Financials | 24.61% |
| 2 | Technology | 20.27% |
| 3 | Consumer Discretionary | 10.11% |
| 4 | Communication Services | 9.74% |
| 5 | Industrials | 9.72% |
