Douglass Winthrop Advisors, LLC Portfolio Holdings

Douglass Winthrop Advisors, LLC

  • $5.09 Billion
  • Q3 2024

Douglass Winthrop Advisors, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $5.09 Billion distributed in 290 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $405M, Microsoft Corp with a value of $267M, Alphabet Inc. with a value of $248M, Amazon Com Inc with a value of $196M, and Mastercard Inc with a value of $192M.

Examining the 13F form we can see an increase of $313M in the current position value, from $4.77B to 5.09B.

Douglass Winthrop Advisors, LLC is based out at New York, NY

Below you can find more details about Douglass Winthrop Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $5.09 Billion
Financial Services: $1.17 Billion
Technology: $776 Million
Industrials: $738 Million
Healthcare: $567 Million
Consumer Defensive: $512 Million
Communication Services: $491 Million
Consumer Cyclical: $430 Million
Basic Materials: $256 Million
Other: $146 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$163M
$6.05 Million 0.12% of portfolio
4,614,822
Q3 2024 Reduced 8.43%
$149M
$1.67 Million 0.03% of portfolio
146,400
Q3 2024 Added 4.13%

Summary

  • Portfolio
  • No. of Stocks 290
  • Current Value $5.09 Billion
  • Prior Value $4.77 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 21 stocks
  • Additional Purchases 87 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 85 stocks
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