DW

Douglass Winthrop Advisors, LLC

13F
Douglass Winthrop Advisors, LLC
Last update 2024-08-07 275 Stocks (11 new)
Value $4.89 Bil Turnover 3 %
Countries:
Top Holdings: BRK.B(7.40%)GOOG(5.72%)MSFT(5.72%)AMZN(4.07%)COST(3.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
Douglass Winthrop Advisors, LL... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
889,346
361785.950
-0.94%
7.400
-0.07%
0.040
+6.13%
+29.15%
992803.327
Insurance
GOOG 		Alphabet Inc
1,525,834
279868.500
-2.57%
5.720
-0.13%
0.010
-10.30%
+17.00%
2013316.300
Interactive Media
MSFT 		Microsoft Corp
625,401
279523.050
-2.66%
5.720
-0.15%
0.010
-4.38%
+13.53%
3156068.097
Software
AMZN 		Amazon.com Inc
1,029,232
198899.080
+0.42%
4.070
+0.02%
0.010
-0.91%
+21.57%
1938636.159
Retail - Cyclical
COST 		Costco Wholesale Corp
211,826
180049.980
-1.93%
3.680
-0.06%
0.050
+5.67%
+36.84%
398398.432
Retail - Defensive
MA 		Mastercard Inc
388,934
171582.250
-0.79%
3.510
-0.03%
0.040
+16.46%
+21.15%
474601.748
Credit Services
NFLX 		Netflix Inc
251,696
169864.600
-1.26%
3.470
-0.04%
0.060
+16.57%
+53.90%
320290.090
Media - Diversified
AAPL 		Apple Inc
764,112
160937.310
-3.90%
3.290
-0.11%
0.010
+2.67%
+20.31%
3508506.654
Hardware
UBER 		Uber Technologies Inc
2,106,312
153086.760
+2.32%
3.130
+0.07%
0.100
+18.23%
+29.66%
167717.819
Software
MKL 		Markel Group Inc
91,149
143619.830
-0.33%
2.940
-0.01%
0.700
+0.26%
+10.40%
20292.668
Insurance

Douglass Winthrop Advisors, LLC's Historical Top Holdings Breakdowns

Douglass Winthrop Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ACN 		Accenture PLC2024-06-30Add
+0.90%
●
281.76 ($306.33) 339.17
$370.63
20.99%
Add 127.5%
258,541
144,897
CFRUY 		Compagnie Financiere Richemont SA2024-06-30Add
+0.43%
●
13.72 ($15.17) 16.71
$14.50
-4.42%
Add 37.57%
4,987,541
1,362,000
MRK 		Merck & Co Inc2024-06-30Reduce
-0.24%
●
123.8 ($128.81) 132.96
$106.38
-17.41%
Reduce -21.11%
336,818
-90,149
BDX 		Becton Dickinson & Co2024-06-30Add
+0.21%
●
225.07 ($235.59) 246.17
$240.52
2.09%
Add 12.49%
403,173
44,758
BUD 		Anheuser-Busch InBev SA/NV2024-06-30Add
+0.17%
●
57.14 ($61.26) 67.42
$64.57
5.40%
Add 12.5%
1,250,917
138,984
TPL 		Texas Pacific Land Corp2024-06-30Add
+0.16%
●
558.56 ($628.93) 777.27
$1,084.26
72.40%
Add 12.25%
95,835
10,461
ADSK 		Autodesk Inc2024-06-30Sold Out
-0.16%
●
199.93 ($224.64) 259.44
$286.30
27.45%
Sold Out
0
-29,627
MSFT 		Microsoft Corp2024-06-30Reduce
-0.15%
●
389.33 ($422.32) 452.85
$424.60
0.54%
Reduce -2.66%
625,401
-17,095
ZTS 		Zoetis Inc2024-06-30Reduce
-0.14%
●
145.54 ($166.41) 178.83
$188.99
13.57%
Reduce -7.35%
489,633
-38,861
GOOG 		Alphabet Inc2024-06-30Reduce
-0.13%
●
151.94 ($170.1) 186.86
$164.48
-3.30%
Reduce -2.57%
1,525,834
-40,207

Douglass Winthrop Advisors, LLC Total Holding History ($B)

To

Douglass Winthrop Advisors, LLC's Asset Allocation

To

Douglass Winthrop Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Douglass Winthrop Advisors, LLC's Hypothetical Growth since 2024-06-30

Douglass Winthrop Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Douglass Winthrop Advisors, LLC's Holdings Heat Map

Size field:

Douglass Winthrop Advisors, LLC's Holdings Bubble Chart

Douglass Winthrop Advisors, LLC News

  • 1

Discussions on Douglass Winthrop Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.