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
$1.42B
AUM Growth
+$31.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$10.1M
3
+$7.97M
4
TIF
Tiffany & Co.
TIF
+$4.71M
5
BEN icon
Franklin Resources
BEN
+$3.22M

Top Sells

1
+$15.6M
2
+$9.85M
3
+$9.41M
4
KO icon
Coca-Cola
KO
+$8.72M
5
T icon
AT&T
T
+$3.82M

Sector Composition

1 Financials 18.45%
2 Consumer Staples 15.84%
3 Healthcare 15.25%
4 Industrials 12.92%
5 Technology 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$260K 0.02%
+11,062
202
$255K 0.02%
3,369
203
$253K 0.02%
7,000
204
$250K 0.02%
+7,817
205
$249K 0.02%
1,892
-216
206
$248K 0.02%
3,057
-1,211
207
$243K 0.02%
+1,726
208
$242K 0.02%
5,600
209
$241K 0.02%
2,040
210
$240K 0.02%
2,200
211
$240K 0.02%
6,560
212
$239K 0.02%
3,075
-325
213
$235K 0.02%
+14,050
214
$229K 0.02%
+4,600
215
$227K 0.02%
650
216
$220K 0.02%
+8,100
217
$219K 0.02%
+12,000
218
$218K 0.02%
+1,700
219
$215K 0.02%
+2,500
220
$214K 0.02%
+4,725
221
$206K 0.01%
165
222
$206K 0.01%
+6,500
223
$179K 0.01%
+13,461
224
$139K 0.01%
+10,000
225
$71K 0.01%
12,000
6 7 8
9
10