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
$4.46B
AUM Growth
+$379M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1 +$85.5M
2 +$50.1M
3 +$10.1M
4
BKI
Black Knight, Inc. Common Stock
BKI
+$5.05M
5
ASML icon
ASML
ASML
+$4.12M

Top Sells

1 +$64.9M
2 +$51.8M
3 +$23.3M
4
ECL icon
Ecolab
ECL
+$7.94M
5
AAPL icon
Apple
AAPL
+$5.09M

Sector Composition

1 Financials 23.65%
2 Technology 19.02%
3 Consumer Discretionary 13.03%
4 Communication Services 10.02%
5 Industrials 8.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
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4,300
202
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2,100
203
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204
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212
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