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
$2.68B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$60M
2
+$56.1M
3
+$42.4M
4
PYPL icon
PayPal
PYPL
+$39.7M
5
SPOT icon
Spotify
SPOT
+$16.5M

Top Sells

1
+$66.2M
2
+$60.8M
3
+$40.8M
4
MSFT icon
Microsoft
MSFT
+$4.18M
5
MCD icon
McDonald's
MCD
+$3.03M

Sector Composition

1 Financials 20.78%
2 Technology 14.32%
3 Consumer Discretionary 10.56%
4 Communication Services 9.46%
5 Healthcare 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$314K 0.01%
3,240
202
$307K 0.01%
895
203
$306K 0.01%
+2,142
204
$299K 0.01%
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205
$294K 0.01%
+9,000
206
$294K 0.01%
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207
$290K 0.01%
3,627
208
$279K 0.01%
1,646
209
$262K 0.01%
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210
$260K 0.01%
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211
$258K 0.01%
1,650
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212
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213
$244K 0.01%
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214
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+4,129
215
$232K 0.01%
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-1,545
216
$232K 0.01%
2,708
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217
$228K 0.01%
6,189
-9,836
218
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219
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220
$202K 0.01%
+2,314
221
$125K ﹤0.01%
10,000
222
$104K ﹤0.01%
26
223
$96K ﹤0.01%
5,680
224
$89K ﹤0.01%
10,000
225
$32K ﹤0.01%
12,000
6 7 8
9
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