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
$2.61B
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
274
New
Increased
Reduced
Closed

Top Buys

1 +$35.2M
2 +$8.95M
3 +$7.89M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.67M
5
MHK icon
Mohawk Industries
MHK
+$5.78M

Top Sells

1 +$9.15M
2 +$9.04M
3 +$3.9M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.87M
5
PYPL icon
PayPal
PYPL
+$1.33M

Sector Composition

1 Financials 20.8%
2 Consumer Discretionary 13.21%
3 Industrials 10.39%
4 Technology 10.03%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$377K 0.01%
3,798
202
$371K 0.01%
6,000
-1,200
203
$352K 0.01%
3,240
204
$351K 0.01%
2,527
+62
205
$350K 0.01%
3,300
206
$346K 0.01%
5,173
-132
207
$344K 0.01%
1,417
+143
208
$337K 0.01%
6,545
209
$337K 0.01%
6,621
+2,621
210
$331K 0.01%
2,381
211
$330K 0.01%
7,311
212
$329K 0.01%
1,608
+39
213
$326K 0.01%
5,900
-195
214
$324K 0.01%
3,163
-500
215
$319K 0.01%
1,193
+599
216
$318K 0.01%
11,167
+1,605
217
$308K 0.01%
1,830
218
$296K 0.01%
5,025
219
$285K 0.01%
2,800
220
$280K 0.01%
3,671
+800
221
$277K 0.01%
1,800
222
$271K 0.01%
+17,625
223
$271K 0.01%
1,214
-2,400
224
$262K 0.01%
1,544
225
$258K 0.01%
6,400