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
$1.29B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$293K
2
+$253K
3
+$89.4K
4
BHP icon
BHP
BHP
+$18.2K
5
BP icon
BP
BP
+$12.4K

Sector Composition

1 Financials 17.91%
2 Consumer Staples 15.04%
3 Healthcare 13.5%
4 Industrials 13.05%
5 Communication Services 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$301K 0.02%
3,469
202
$300K 0.02%
2,450
203
$299K 0.02%
2,600
204
$295K 0.02%
2,500
205
$293K 0.02%
3,145
206
$293K 0.02%
3,096
-3,096
207
$288K 0.02%
3,075
208
$288K 0.02%
4,000
209
$285K 0.02%
7,105
210
$282K 0.02%
8,621
211
$279K 0.02%
4,600
212
$278K 0.02%
7,705
213
$276K 0.02%
5,892
214
$271K 0.02%
7,647
215
$270K 0.02%
6,403
216
$265K 0.02%
6,000
217
$261K 0.02%
3,100
218
$260K 0.02%
7,200
219
$255K 0.02%
3,231
220
$253K 0.02%
2,400
-2,400
221
$252K 0.02%
3,030
222
$251K 0.02%
2,700
223
$251K 0.02%
4,000
224
$249K 0.02%
2,000
225
$247K 0.02%
5,000
6 7 8
9
10