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
$2.29B
AUM Growth
+$280M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$40.6M
2
+$13.7M
3
+$11M
4
MHK icon
Mohawk Industries
MHK
+$8.12M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$7.71M

Top Sells

1
+$37.3M
2
+$12M
3
+$6.54M
4
CHKP icon
Check Point Software Technologies
CHKP
+$4.11M
5
GLW icon
Corning
GLW
+$2.98M

Sector Composition

1 Financials 20.38%
2 Consumer Discretionary 13.27%
3 Industrials 12.54%
4 Healthcare 10.72%
5 Technology 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$311K 0.01%
1,719
-200
202
$309K 0.01%
1,227
-12
203
$305K 0.01%
3,240
-1,000
204
$304K 0.01%
6,400
-53,134
205
$291K 0.01%
2,381
206
$284K 0.01%
1,544
207
$275K 0.01%
2,800
208
$271K 0.01%
1,425
209
$264K 0.01%
2,149
-5
210
$263K 0.01%
58,600
-12,120
211
$261K 0.01%
+6,350
212
$244K 0.01%
5,225
213
$243K 0.01%
+2,925
214
$233K 0.01%
4,000
215
$232K 0.01%
5,362
216
$229K 0.01%
+1,200
217
$227K 0.01%
+4,881
218
$227K 0.01%
+1,600
219
$225K 0.01%
2,135
-7,750
220
$224K 0.01%
1,705
-3,632
221
$223K 0.01%
+2,500
222
$223K 0.01%
5,227
223
$221K 0.01%
+5,229
224
$219K 0.01%
6,470
-167
225
$214K 0.01%
7,300
-2,500
6 7 8
9
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