DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.54B
1-Year Return
21.18%
This Quarter Return
+9.87%
1 Year Return
+21.18%
3 Year Return
+83.73%
5 Year Return
+139.67%
10 Year Return
+337.73%
AUM
$4.19B
AUM Growth
+$331M
(+8.6%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-0.31%
Top 10 Holdings %
Top 10 Hldgs %
41.02%
Holding
247
New
7
Increased
45
Reduced
84
Closed
6
Top Buys
| 1 |
Tractor Supply
TSCO
|
$52.1M |
| 2 |
Uber
UBER
|
$27.5M |
| 3 |
IQVIA
IQV
|
$22.4M |
| 4 |
Brookfield Asset Management
BAM
|
$8.53M |
| 5 |
S&P Global
SPGI
|
$4.35M |
Top Sells
| 1 |
TJX Companies
TJX
|
$84.1M |
| 2 |
Monster Beverage
MNST
|
$11.3M |
| 3 |
Charter Communications
CHTR
|
$6.35M |
| 4 |
Mettler-Toledo International
MTD
|
$5.88M |
| 5 |
Apple
AAPL
|
$4.3M |
Sector Composition
| 1 | Financials | 24.25% |
| 2 | Technology | 17.68% |
| 3 | Healthcare | 11.87% |
| 4 | Industrials | 11.69% |
| 5 | Communication Services | 10.1% |
