DW
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Douglass Winthrop Advisors, LLC13F | |
Douglass Winthrop Advisors, LLC | |
Last update 2025-05-15 | 280 Stocks (8 new) |
Value $5.26 Bil | Turnover 5 % |
Douglass Winthrop Advisors, LL... Top Holdings of 2025-03-31
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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 | 865,855 | 461,137.1 | -1.64% | 8.770 | -0.13% | 0.040 | -1.96% | +7.82% | 1,054,290.8 | Insurance | |
MSFT | Microsoft Corp | 625,775 | 234,909.7 | -0.20% | 4.470 | -0.01% | 0.010 | +16.84% | +11.38% | 3,476,052.1 | Software | |
GOOG | Alphabet Inc | 1,459,446 | 228,009.3 | -0.89% | 4.340 | -0.05% | 0.010 | -2.85% | -10.73% | 2,049,920.9 | Interactive Media | |
MA | Mastercard Inc | 379,489 | 208,005.7 | -2.06% | 3.960 | -0.08% | 0.040 | +5.03% | +11.52% | 531,627.6 | Credit Services | |
AMZN | Amazon.com Inc | 1,078,688 | 205,231.2 | +0.63% | 3.900 | +0.02% | 0.010 | -0.22% | -5.23% | 2,207,245.8 | Retail - Cyclical | |
COST | Costco Wholesale Corp | 194,450 | 183,906.9 | -4.95% | 3.500 | -0.18% | 0.040 | -3.40% | +10.58% | 448,271.1 | Retail - Defensive | |
NFLX | Netflix Inc | 192,280 | 179,306.9 | -20.66% | 3.410 | -0.87% | 0.050 | +26.20% | +40.30% | 532,185.4 | Media - Diversified | |
UBER | Uber Technologies Inc | 2,318,406 | 168,919.1 | +2.95% | 3.210 | +0.09% | 0.110 | +10.71% | +40.37% | 177,059.2 | Software | |
AAPL | Apple Inc | 726,783 | 161,440.3 | -3.58% | 3.070 | -0.13% | 0.000 | -14.78% | -19.69% | 2,996,574.8 | Hardware | |
MKL | Markel Group Inc | 83,668 | 156,426.5 | -5.70% | 2.980 | -0.17% | 0.660 | +1.61% | +12.22% | 24,571.6 | Insurance |
Douglass Winthrop Advisors, LLC's Historical Top Holdings Breakdowns
Douglass Winthrop Advisors, LLC's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AMT | American Tower Corp | 2025-03-31 | Add | +1.74% | 173.46 ($196.17) 217.6 | $216.22 | 10.22% | Add 7801.97% | 424,889 | 419,512 | |
CPRT | Copart Inc | 2025-03-31 | New Buy | +1.67% | 52.3 ($56.28) 59.83 | $50.14 | -10.91% | New holding | 1,553,334 | 1,553,334 | |
NFLX | Netflix Inc | 2025-03-31 | Reduce | -0.87% | 828.4 ($951.01) 1058.6 | $1,250.52 | 31.49% | Reduce -20.66% | 192,280 | -50,062 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce | -0.82% | 461.52 ($511.2) 548.18 | $295.84 | -42.13% | Reduce -87.75% | 11,688 | -83,739 | |
BUD | Anheuser-Busch InBev SA/NV | 2025-03-31 | Reduce | -0.61% | 46.15 ($54.7) 63.53 | $70.94 | 29.69% | Reduce -99.43% | 3,576 | -619,932 | |
MLM | Martin Marietta Materials Inc | 2025-03-31 | Add | +0.22% | 460.39 ($507.84) 552.64 | $550.04 | 8.31% | Add 12.48% | 222,445 | 24,683 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Add | +0.20% | 663000 ($729331) 801950 | $732,953.19 | 0.50% | Add 13.68% | 108 | 13 | |
COST | Costco Wholesale Corp | 2025-03-31 | Reduce | -0.18% | 890.62 ($974.97) 1076.86 | $1,010.81 | 3.68% | Reduce -4.95% | 194,450 | -10,131 | |
MKL | Markel Group Inc | 2025-03-31 | Reduce | -0.17% | 1660.14 ($1839.75) 2059.83 | $1,937.11 | 5.29% | Reduce -5.7% | 83,668 | -5,058 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add | +0.16% | 551.42 ($587.78) 612.93 | $593.05 | 0.90% | Add 299.43% | 20,962 | 15,714 |
Douglass Winthrop Advisors, LLC Total Holding History ($B)
Douglass Winthrop Advisors, LLC's Asset Allocation
Douglass Winthrop Advisors, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Douglass Winthrop Advisors, LLC's Hypothetical Growth since 2025-03-31
Douglass Winthrop Advisors, LLC's Yearly Returns
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Douglass Winthrop Advisors, LLC's Holdings Heat Map
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