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
$2.48B
AUM Growth
+$192M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$39.9M
2 +$9.51M
3 +$8.18M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.64M
5
FRC
First Republic Bank
FRC
+$6.95M

Top Sells

1 +$41M
2 +$37.4M
3 +$3.36M
4
BABA icon
Alibaba
BABA
+$2.8M
5
FDX icon
FedEx
FDX
+$2.29M

Sector Composition

1 Financials 21.25%
2 Consumer Discretionary 13.79%
3 Healthcare 10.57%
4 Industrials 10.56%
5 Technology 9.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$354K 0.01%
8,915
-1,275
202
$352K 0.01%
2,870
203
$351K 0.01%
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204
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-300
205
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207
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208
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209
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210
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211
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2,465
212
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6,400
213
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214
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215
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216
$306K 0.01%
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217
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219
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220
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221
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222
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223
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2,800
224
$277K 0.01%
781
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225
$272K 0.01%
1,200