DWA
Douglass Winthrop Advisors Portfolio holdings
AUM
$5.54B
This Quarter Return
+11.82%
1 Year Return
+21.18%
3 Year Return
+83.73%
5 Year Return
+139.67%
10 Year Return
+337.73%
AUM
$4.48B
AUM Growth
+$4.48B
(+11%)
Cap. Flow
-$5.75M
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
40.85%
Holding
256
New
20
Increased
65
Reduced
74
Closed
5
Top Buys
| 1 |
Texas Pacific Land
TPL
|
$6.68M |
| 2 |
Brookfield Asset Management
BAM
|
$4.98M |
| 3 |
Mettler-Toledo International
MTD
|
$4.36M |
| 4 |
Intuit
INTU
|
$3.24M |
| 5 |
Uber
UBER
|
$3.13M |
Top Sells
| 1 |
Texas Instruments
TXN
|
$18.8M |
| 2 |
Microsoft
MSFT
|
$6.26M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$3.84M |
| 4 |
Aptiv
APTV
|
$3.76M |
| 5 |
Costco
COST
|
$3.17M |
Sector Composition
| 1 | Financials | 24.33% |
| 2 | Technology | 17.51% |
| 3 | Healthcare | 11.67% |
| 4 | Industrials | 11.59% |
| 5 | Communication Services | 9.16% |
