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
$5.26B
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$91.3M
2
+$87.9M
3
+$11.8M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$10.4M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$8.79M

Top Sells

1
+$46.7M
2
+$43.9M
3
+$38.2M
4
COST icon
Costco
COST
+$9.58M
5
MKL icon
Markel Group
MKL
+$9.46M

Sector Composition

1 Financials 27.03%
2 Technology 16.3%
3 Industrials 12.91%
4 Communication Services 8.95%
5 Healthcare 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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1,708
202
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5,530
203
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208
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217
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218
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-23
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