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
$3.08B
AUM Growth
+$399M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
273
New
Increased
Reduced
Closed

Top Buys

1
+$49.8M
2
+$26.3M
3
+$14M
4
ECL icon
Ecolab
ECL
+$6.55M
5
BDX icon
Becton Dickinson
BDX
+$5.52M

Top Sells

1
+$19.9M
2
+$18.8M
3
+$16.3M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$4.77M
5
AXP icon
American Express
AXP
+$4.53M

Sector Composition

1 Financials 20.75%
2 Technology 13.58%
3 Consumer Discretionary 11.09%
4 Healthcare 9.92%
5 Communication Services 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$347K 0.01%
4,400
-550
202
$342K 0.01%
1,275
203
$329K 0.01%
3,580
204
$327K 0.01%
15,000
205
$320K 0.01%
+1,533
206
$318K 0.01%
1,169
-200
207
$317K 0.01%
18,132
+4,066
208
$305K 0.01%
3,240
209
$302K 0.01%
4,845
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210
$290K 0.01%
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211
$286K 0.01%
+3,724
212
$283K 0.01%
7,770
213
$280K 0.01%
5,500
214
$279K 0.01%
2,107
215
$266K 0.01%
+7,330
216
$260K 0.01%
5,385
+3
217
$260K 0.01%
10,000
218
$250K 0.01%
+748
219
$246K 0.01%
1,699
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220
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9,000
221
$240K 0.01%
+7,457
222
$238K 0.01%
8,263
-5,649
223
$236K 0.01%
2,314
224
$228K 0.01%
2,574
-1,053
225
$223K 0.01%
+7,309
6 7 8
9
10