DWA

Douglass Winthrop Advisors Portfolio holdings

AUM $5.74B
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
+$221M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Top Buys

1
+$89.8M
2
+$62M
3
+$35.6M
4
MRK icon
Merck
MRK
+$34.2M
5
AON icon
Aon
AON
+$22.7M

Top Sells

1
+$103M
2
+$8.14M
3
+$7.94M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$6.51M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.09M

Sector Composition

1 Financials 25.31%
2 Technology 12.6%
3 Consumer Discretionary 11.66%
4 Communication Services 10.34%
5 Healthcare 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$397K 0.01%
804
202
$393K 0.01%
1,274
203
$392K 0.01%
2,280
-189
204
$383K 0.01%
8,212
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205
$378K 0.01%
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206
$376K 0.01%
+4,300
207
$372K 0.01%
3,240
208
$360K 0.01%
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209
$359K 0.01%
9,000
210
$359K 0.01%
3,240
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211
$346K 0.01%
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212
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+3,128
213
$337K 0.01%
6,100
214
$330K 0.01%
2,199
215
$327K 0.01%
2,208
216
$324K 0.01%
+13,900
217
$322K 0.01%
5,500
218
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219
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2,212
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7,210
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221
$303K 0.01%
3,778
222
$299K 0.01%
+3,010
223
$298K 0.01%
+1,150
224
$294K 0.01%
3,075
-95
225
$291K 0.01%
2,994
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9
10 11