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
$3.65B
AUM Growth
+$336M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
249
New
Increased
Reduced
Closed

Top Buys

1
+$52.2M
2
+$47.6M
3
+$6.71M
4
ZTS icon
Zoetis
ZTS
+$6.19M
5
AMZN icon
Amazon
AMZN
+$6.09M

Top Sells

1
+$68.6M
2
+$27.6M
3
+$8.38M
4
TJX icon
TJX Companies
TJX
+$1.95M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.5M

Sector Composition

1 Financials 23.34%
2 Technology 14.98%
3 Healthcare 12.72%
4 Industrials 12.09%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$283K 0.01%
2,571
-350
202
$280K 0.01%
2,693
-32
203
$279K 0.01%
1,150
204
$272K 0.01%
1,400
205
$271K 0.01%
8,628
206
$267K 0.01%
4,770
207
$265K 0.01%
918
208
$251K 0.01%
+4,200
209
$248K 0.01%
1,260
210
$243K 0.01%
988
-12
211
$236K 0.01%
7,140
-3,200
212
$234K 0.01%
2,849
213
$233K 0.01%
4,578
214
$232K 0.01%
1,471
215
$232K 0.01%
+2,650
216
$227K 0.01%
10,355
+61
217
$227K 0.01%
4,800
218
$221K 0.01%
1,500
219
$221K 0.01%
2,605
220
$221K 0.01%
2,839
-3,296
221
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+1,388
222
$212K 0.01%
3,480
-25
223
$209K 0.01%
4,800
-300
224
$207K 0.01%
1,528
-924
225
$102K ﹤0.01%
13,677
6 7 8
9
10