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
$4.9B
AUM Growth
+$41.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
296
New
Increased
Reduced
Closed

Top Buys

1
+$44M
2
+$10.5M
3
+$8.08M
4
TPL icon
Texas Pacific Land
TPL
+$7.68M
5
UNH icon
UnitedHealth
UNH
+$5.75M

Top Sells

1
+$11.2M
2
+$7.72M
3
+$7.64M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$7.37M
5
ZTS icon
Zoetis
ZTS
+$6.74M

Sector Composition

1 Financials 23.62%
2 Technology 17.66%
3 Industrials 11.15%
4 Communication Services 10.72%
5 Healthcare 10.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$425K 0.01%
4,347
+27
202
$411K 0.01%
1,886
+491
203
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14,156
204
$408K 0.01%
5,710
+180
205
$396K 0.01%
971
206
$394K 0.01%
109,410
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207
$390K 0.01%
1,722
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208
$385K 0.01%
1,515
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209
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210
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211
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212
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23,778
213
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4,404
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214
$332K 0.01%
5,300
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215
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363
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216
$318K 0.01%
1,150
217
$316K 0.01%
10,000
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218
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219
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875
220
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221
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222
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4,000
-4,000
223
$303K 0.01%
4,106
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224
$302K 0.01%
4,768
225
$300K 0.01%
5,646
-598
7 8
9
10 11