DOUGLASS WINTHROP ADVISORS LLC
Adviser information for DOUGLASS WINTHROP ADVISORS LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 34 |
|---|---|
| Investment Advisory/Research | 18 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 8 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 18 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,264 | $5.0B |
| Non-Discretionary | 1 | $505,768 |
| Total | 1,265 | $5.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 311 | $236.1M |
| HNW Individuals | 876 | $4.3B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 38 | $287.8M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 40 | $232.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 2 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed feesPERCENTAGE OF ASSETS UNDER ADVISEMENT |
Principal Office
521 FIFTH AVENUE19TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00 AM-5:00PM
Tel: 212-557-7680, Fax: None
Chief Compliance Officer
TIMOTHY J. HUGHES
PRINCIPAL, CHIEF COMPLIANCE OFFICER
521 FIFTH AVENUE
19TH FLOOR
NEW YORK
NY
United States
Tel:
(212) 557-7680
T**@*******************M
(Full email address available in API data)
Regulatory Contact
EVELINA KHORENKO
ASSOCIATE
521 FIFTH AVENUE
19TH FLOOR
NEW YORK
NY
United States
Tel:
(212) 557-7680
E******@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| DOUGLASS, ROBERT, ROYAL | Individual | – | PRINCIPAL, MEMBER | 10/1999 | 5-10% |
| WINTHROP, JOHN | Individual | – | PRINCIPAL, MEMBER | 10/1999 | 10-25% |
| HOWARD, CHARLES, TAYLOR | Individual | – | PRINCIPAL, MEMBER | 03/2004 | 5-10% |
| HIGHET, LEA, PAINE | Individual | – | PRINCIPAL, MEMBER | 01/2005 | 5-10% |
| HUGHES, TIMOTHY, JAMES | Individual | – | PRINCIPAL / CHIEF COMPLIANCE OFFICER | 04/2016 | < 5% |
| WEINBERG, ANDREW, STEVEN | Individual | – | PRINCIPAL / CHIEF OPERATING OFFICER | 07/2021 | < 5% |
| DEGADY, SONNY | Individual | – | CHIEF FINANCIAL OFFICER | 01/2019 | < 5% |
| KUDU INVESTMENT MANAGEMENT, LLC | Domestic Entity | KUDU INVESTMENT HOLDINGS, LLC | MEMBER | 12/2019 | > 75% |
| WM REGENT LTD | Foreign Entity | KUDU INVESTMENT MANAGEMENT, LLC | MEMBER | 10/2020 | > 75% |
| KUDU INVESTMENT HOLDINGS, LLC | Domestic Entity | KUDU INVESTMENT US, LLC | MEMBER | 12/2019 | > 75% |
| WM INTERNATIONAL HOLDINGS LTD. | Foreign Entity | WM REGENT LTD | SHAREHOLDER | 10/2020 | > 75% |
| WM HINSON (BERMUDA), LTD. | Foreign Entity | WM INTERNATIONAL HOLDINGS LTD. | SHAREHOLDER | 01/2023 | > 75% |
| WHITE MOUNTAINS INSURANCE GROUP, LTD. | Foreign Entity | WM HINSON (BERMUDA), LTD. | SHAREHOLDER | 10/2020 | > 75% |
| KUDU INVESTMENT US, LLC | Domestic Entity | – | MEMBER CLASS I INTERESTS | 09/2021 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| 1/100 BERKSHIRE HTWY A CLASS A | COM | 10M | 2K | – |
| 3M CO | COM | 2M | 15K | – |
| ABBOTT LABORATORIES | COM | 4M | 42K | – |
| ABBVIE INC | COM | 7M | 41K | – |
| ACCENTURE PLC | COM | 78M | 259K | – |
| ADOBE INC | COM | 938K | 2K | – |
| ADVANCED MICRO DEVICE IN | COM | 219K | 1K | – |
| AEROVIRONMENT INC | COM | 669K | 4K | – |
| AES CORP | COM | 1M | 65K | – |
| AGILENT TECHNOLOGIES | COM | 235K | 2K | – |
| AIR PRODS & CHEMS INC COM | COM | 619K | 2K | – |
| AIRBUS SE UNSPON ADR EA REPR 0 | COM | 5M | 153K | – |
| ALGONQUIN PWR &UTILS F | COM | 70K | 12K | – |
| Allegion PLC | COM | 3M | 22K | – |
| ALLSTATE CORP COM | COM | 487K | 3K | – |
| ALPHABET INC | COM | 280M | 2M | – |
| ALPHABET INC CAP STK CL A | COM | 67M | 368K | – |
| ALPS ETF TR ALERIAN MLP ETF NE | COM | 291K | 6K | – |
| ALTRIA GROUP INC | COM | 674K | 15K | – |
| AMAZON COM INC | COM | 199M | 1M | – |
| AMERICAN EXPRESS CO COM | COM | 32M | 140K | – |
| AMERICAN WATER WORKS | COM | 312K | 2K | – |
| AMERIPRISE FINL | COM | 862K | 2K | – |
| AMERN TOWER CORP REIT | COM | 1M | 5K | – |
| AMETEK INC NEW COM | COM | 2M | 9K | – |
| AMGEN INCORPORATED | COM | 4M | 14K | – |
| Amphenol Corp | COM | 245K | 4K | – |
| ANHEUSER BUSCH INBEV N V | COM | 73M | 1M | – |
| AON PLC | COM | 108M | 367K | – |
| APPLE INC COM | COM | 161M | 764K | – |
| APPLIED MATERIALS | COM | 873K | 4K | – |
| ARCHER-DANIELS-MIDLAND CO COM | COM | 725K | 12K | – |
| ARES CAP CORP COM | COM | 270K | 13K | – |
| ARISTA NETWORKS INC | COM | 711K | 2K | – |
| ARTHUR J GALLAGHER & CO | COM | 8M | 31K | – |
| ASML HLDG N V N Y REGISTRY SHS | COM | 11M | 11K | – |
| AUTOMATIC DATA PROCESSING INC | COM | 6M | 24K | – |
| AUTOZONE INC | COM | 299K | 101 | – |
| BALL CORP COM | COM | 5M | 88K | – |
| BALLARD PWR SYS INC NEW COM | COM | 25K | 11K | – |
| BANK OF AMERICA CORP | COM | 238K | 6K | – |
| BANK OF NY MELLON CO | COM | 2M | 32K | – |
| BEAVER COAL LTD LP | COM | 232K | 80 | – |
| BECTON DICKINSON & CO | COM | 94M | 403K | – |
| BERKSHIRE HATHAWAY INC | COM | 362M | 889K | – |
| BERKSHIRE HATHAWAY INC-CL A | COM | 58M | 95 | – |
| BLACKBAUD INC | COM | 305K | 4K | – |
| BLACKROCK INC | COM | 735K | 934 | – |
| BLACKSTONE INC | COM | 1M | 11K | – |
| BLOCK INC CLASS A | COM | 1M | 21K | – |
| BNP PARIBAS F SPONSORED ADR 1 | COM | 1M | 41K | – |
| BOEING CO | COM | 268K | 1K | – |
| BP PLC SPONS ADR | COM | 2M | 42K | – |
| BRISTOL-MYERS SQUIBB | COM | 2M | 38K | – |
| BROADCOM INC | COM | 3M | 2K | – |
| BROOKFIELD ASSET MANAGEMENT LT | COM | 98M | 3M | – |
| BROWN-FORMAN CORP-CLASS A | COM | 870K | 20K | – |
| BROWN FORMAN CORP CLASS B | COM | 10M | 229K | – |
| CABLE ONE INC COM | COM | 310K | 875 | – |
| CANADIAN NATIONAL RAILWAY CO | COM | 118M | 999K | – |
| CARLISLE CO | COM | 810K | 2K | – |
| CARMAX INC | COM | 226K | 3K | – |
| CARRIER GLOBAL CORPORATION COM | COM | 5M | 77K | – |
| CATERPILLAR INC | COM | 3M | 9K | – |
| CDW CORP | COM | 765K | 3K | – |
| CENCORA INC | COM | 2M | 8K | – |
| CENTENE CORP | COM | 879K | 13K | – |
| CHARLES SCHWAB CORP | COM | 303K | 4K | – |
| CHEVRON CORP | COM | 4M | 26K | – |
| CHIPOTLE MEXICAN GRL | COM | 332K | 5K | – |
| CHUBB LTD | COM | 2M | 9K | – |
| CHURCH & DWIGHT INC COM | COM | 446K | 4K | – |
| CIE FINANCIERE RICHEMO-A REG | COM | 217K | 1K | – |
| CIE FINANCIERE RICHEMONT SA | COM | 78M | 5M | – |
| CINTAS CORP COM | COM | 252K | 360 | – |
| Cisco Systems Inc | COM | 790K | 17K | – |
| COLGATE-PALMOLIVE CO | COM | 681K | 7K | – |
| COMCAST CORP CLASS A | COM | 2M | 44K | – |
| COMPASS INC CLASS A | COM | 394K | 109K | – |
| CONSTELLATION BRAND CLASS A | COM | 701K | 3K | – |
| CORE & MAIN INC-CLASS A | COM | 3M | 57K | – |
| CORNING INC | COM | 1M | 30K | – |
| CORTEVA INC | COM | 272K | 5K | – |
| COSTCO WHOLESALE CORP | COM | 180M | 212K | – |
| COUPANG INC | COM | 6M | 285K | – |
| CRITEO S A F SPONSORED ADR 1 A | COM | 264K | 7K | – |
| CSX CORP | COM | 662K | 20K | – |
| CUMMINS INC COM | COM | 318K | 1K | – |
| CVS HEALTH CORP COM | COM | 248K | 4K | – |
| DANAHER CORP COM | COM | 18M | 74K | – |
| DEERE & CO | COM | 99M | 265K | – |
| DELTA AIR LINES INC | COM | 449K | 9K | – |
| DHL GROUP ORDF | COM | 300K | 7K | – |
| DIAGEO PLC F SPONSORED ADR 1 A | COM | 776K | 6K | – |
| DOVER CORP | COM | 15M | 85K | – |
| DOW INC | COM | 300K | 6K | – |
| DUPONT DE NEMOURS INC IA | COM | 504K | 6K | – |
| EATON CORP PLC F | COM | 652K | 2K | – |
| ECOLAB INC | COM | 982K | 4K | – |
| ELEVANCE HEALTH INC | COM | 819K | 2K | – |
| ELI LILLY AND CO | COM | 8M | 9K | – |
| ENCOMPASS HEALTH CORP | COM | 309K | 4K | – |
| ENERGY TRANSFER L P LP | COM | 249K | 15K | – |
| ENTERPRISE PRODS PART LP | COM | 410K | 14K | – |
| EQUIFAX INC | COM | 242K | 1K | – |
| EXTRA SPACE STORAGE REIT | COM | 552K | 4K | – |
| EXXON MOBIL CORP | COM | 10M | 85K | – |
| FACTSET RESEARCH SYS | COM | 396K | 971 | – |
| FASTENAL CO | COM | 101M | 2M | – |
| FERGUSON PLC NEW F | COM | 275K | 1K | – |
| FORGE GLOBAL HOLDINGS IN | COM | 7M | 5M | – |
| GENERAL DYNAMICS CO | COM | 260K | 895 | – |
| GENERAL ELEC CO COM NEW | COM | 528K | 3K | – |
| GENERAL MLS INC COM | COM | 302K | 5K | – |
| GENESIS ENERGY L P LP | COM | 501K | 35K | – |
| GILEAD SCIENCES INC | COM | 487K | 7K | – |
| GOLDMAN SACHS GROUP | COM | 2M | 5K | – |
| GOLUB CAPITAL BDC INC | COM | 1M | 66K | – |
| GRACO INC | COM | 271K | 3K | – |
| GRAHAM HLDGS CO COM CL B | COM | 626K | 895 | – |
| HEINEKEN N V SPONS ADR LEVEL 1 | COM | 341K | 7K | – |
| HERSHEY CO | COM | 501K | 3K | – |
| HOME DEPOT INC COM | COM | 8M | 22K | – |
| HONEYWELL INTL INC | COM | 2M | 8K | – |
| ICICI BANK LTD F SPONSORED ADR | COM | 297K | 10K | – |
| IDEXX LABS INC | COM | 780K | 2K | – |
| ILLINOIS TOOL WORKS | COM | 453K | 2K | – |
| INTEL CORP | COM | 579K | 19K | – |
| INTERCONTINENTAL EXC | COM | 698K | 5K | – |
| INTERNATIONAL BUSINESS MACHS C | COM | 3M | 18K | – |
| INTL BRIQUETTE HLD ORDF | COM | 0 | 20K | – |
| INTUIT COM | COM | 9M | 14K | – |
| INTUITIVE SURGICAL INC | COM | 1M | 3K | – |
| INVSC QQQ TRUST SRS 1 ETF | COM | 211K | 440 | – |
| IQVIA HOLDINGS INC | COM | 92M | 437K | – |
| ISHARES BIOTECHNOLOGY ETF | COM | 266K | 2K | – |
| ISHARES CORE S&P 500 ETF | COM | 224K | 410 | – |
| ISHARES CORE S&P MID CAP ETF | COM | 246K | 4K | – |
| ISHARES MSCI EAFE ETF | COM | 593K | 8K | – |
| ISHARES MSCI EMERGING MARKET | COM | 256K | 6K | – |
| ISHARES RUSSELL 1000 ETF | COM | 607K | 2K | – |
| ISHARES TOTAL US STOCK MARKET | COM | 309K | 3K | – |
| ISHARES TR CORE MSCI EAFE ETF | COM | 508K | 7K | – |
| ISHARES TR MSCI EAFE SMALL CAP | COM | 535K | 9K | – |
| ISHARES TR PFD & INCOME SECS E | COM | 316K | 10K | – |
| ISHARES TR RUSSELL 2000 ETF | COM | 649K | 3K | – |
| J P MORGAN CHASE & CO | COM | 10M | 50K | – |
| JBG SMITH PPTYS COM | COM | 362K | 24K | – |
| JD COM INC F SPONSORED ADR 1 A | COM | 527K | 20K | – |
| JOHNSON & JOHNSON COM | COM | 15M | 102K | – |
| JOINT CORP | COM | 2M | 141K | – |
| KIMBERLY CLARK CORP | COM | 564K | 4K | – |
| KINDER MORGAN INC | COM | 219K | 11K | – |
| KKR & CO INC COM | COM | 210K | 2K | – |
| L OREAL S A ADR | COM | 7M | 78K | – |
| LABCORP HLDGS INC | COM | 369K | 2K | – |
| LINDE PLC F | COM | 2M | 6K | – |
| LOCKHEED MARTIN CORP | COM | 800K | 2K | – |
| LOWES COMPANIES INC | COM | 1M | 6K | – |
| M & T BK CORP COM | COM | 284K | 2K | – |
| MARKEL GROUP INC | COM | 144M | 91K | – |
| MARRIOTT INTL INC NEW CL A | COM | 537K | 2K | – |
| MARSH & MCLENNAN COS INC COM | COM | 370K | 2K | – |
| MARTIN MARIETTA MATLS INC | COM | 103M | 190K | – |
| MASTERCARD INC | COM | 172M | 389K | – |
| MCCORMICK & CO INC COM NON VTG | COM | 878K | 12K | – |
| MCDONALD'S CORP | COM | 4M | 15K | – |
| MCKESSON CORP | COM | 825K | 1K | – |
| MERCADOLIBRE INC | COM | 6M | 4K | – |
| MERCK & CO INC NEW | COM | 42M | 337K | – |
| META PLATFORMS INC CLASS A | COM | 3M | 5K | – |
| METTLER TOLEDO INTL | COM | 2M | 1K | – |
| MICRON TECHNOLOGY | COM | 273K | 2K | – |
| MICROSOFT CORP | COM | 280M | 625K | – |
| MONDELEZ INTL INC CL A | COM | 719K | 11K | – |
| MONSTER BEVERAGE CORP | COM | 79M | 2M | – |
| MOODYS CORP COM | COM | 8M | 19K | – |
| MORGAN STANLEY | COM | 548K | 6K | – |
| MPLX LP COM UNIT REPSTG LTD PA | COM | 247K | 6K | – |
| MYECHECK INC COM NEW | COM | 0 | 18K | – |
| NESTLE S A | COM | 104M | 1M | – |
| NESTLE SA ORDF | COM | 214K | 2K | – |
| NETFLIX INC | COM | 170M | 252K | – |
| NEW JERSEY RES CORP COM | COM | 385K | 9K | – |
| NEXTERA ENERGY INC COM | COM | 11M | 155K | – |
| NIKE INC CLASS B | COM | 5M | 63K | – |
| NORFOLK SOUTHERN CO | COM | 4M | 19K | – |
| NORTHERN TRUST CORP | COM | 1M | 12K | – |
| NORTHROP GRUMMAN CO | COM | 1M | 3K | – |
| NOVARTIS AG F SPONSORED ADR 1 | COM | 746K | 7K | – |
| NOVO NORDISK A.S. ADR FORMERLY | COM | 225K | 2K | – |
| NUCOR CORP | COM | 446K | 3K | – |
| NVIDIA CORP | COM | 10M | 83K | – |
| NXP SEMICONDUCTORS F | COM | 807K | 3K | – |
| O REILLY AUTOMOTIVE | COM | 485K | 459 | – |
| Oneok Inc | COM | 816K | 10K | – |
| ORACLE CORP | COM | 911K | 6K | – |
| PAYCHEX INC | COM | 1M | 11K | – |
| PAYPAL HOLDINGS INCORPOR | COM | 680K | 12K | – |
| PEPSICO INC | COM | 8M | 48K | – |
| PFIZER INC | COM | 1M | 41K | – |
| PHILIP MORRIS INTL | COM | 2M | 22K | – |
| PRICE T ROWE GROUP INC COM | COM | 1M | 10K | – |
| PROCTER & GAMBLE COMPANY COM | COM | 13M | 80K | – |
| PROGRESSIVE CO OHIO | COM | 253K | 1K | – |
| QUALCOMM INC COM | COM | 426K | 2K | – |
| QUANTA SERVICES INC | COM | 385K | 2K | – |
| QUEST DIAGNOSTIC INC | COM | 500K | 4K | – |
| REGENERON PHARMS INC | COM | 225K | 214 | – |
| REPUBLIC SERVICES | COM | 540K | 3K | – |
| ROLLINS ORD SHS | COM | 796K | 16K | – |
| ROPER TECHNOLOGIES INC | COM | 115M | 204K | – |
| RTX CORP | COM | 605K | 6K | – |
| S&P GLOBAL INC | COM | 115M | 258K | – |
| SALESFORCE INC | COM | 3M | 11K | – |
| SCHNEIDER ELECTRIC SE | COM | 9M | 187K | – |
| SELECT SECTOR SPDR TR TECHNOLO | COM | 390K | 2K | – |
| SERVICE NOW INC | COM | 1M | 2K | – |
| SHERWIN WILLIAMS CO | COM | 116M | 388K | – |
| SHOPIFY INC F CLASS A | COM | 1M | 19K | – |
| SIEMENS AG COM DM50 (NEW) | COM | 7M | 79K | – |
| SONY GROUP CORP ORDF | COM | 288K | 3K | – |
| SOUTHERN CO | COM | 342K | 4K | – |
| SPDR GOLD TRUST | COM | 873K | 4K | – |
| SPDR S&P 500 ETF TR TR UNIT | COM | 3M | 5K | – |
| SPDR S&P MIDCAP 400 ETF TRST | COM | 535K | 1K | – |
| STARBUCKS CORP | COM | 2M | 31K | – |
| STRYKER CORP | COM | 948K | 3K | – |
| SYNOPSYS INC | COM | 3M | 5K | – |
| Sysco Corp | COM | 408K | 6K | – |
| TAIWAN SEMICONDUCTOR MFG CO SP | COM | 15M | 89K | – |
| TARGET CORP | COM | 642K | 4K | – |
| TESLA INC | COM | 3M | 15K | – |
| TETRA TECHNOLOGIES | COM | 52K | 15K | – |
| TEXAS INSTRUMENTS | COM | 1M | 6K | – |
| TEXAS PACIFIC LAND CORP | COM | 70M | 96K | – |
| THE CIGNA GROUP | COM | 3M | 9K | – |
| THE COCA-COLA CO | COM | 5M | 84K | – |
| THE TRADE DESK INC CLASS A | COM | 425K | 4K | – |
| THERMO FISHER SCIENTIFIC INC C | COM | 13M | 24K | – |
| TJX COMPANIES INC | COM | 7M | 67K | – |
| TOTALENERGIES SE -SPON ADR | COM | 427K | 6K | – |
| TRACTOR SUPPLY CO | COM | 86M | 318K | – |
| TRANE TECHNOLOGIES PLC | COM | 11M | 34K | – |
| TRANSDIGM GROUP INC | COM | 131M | 103K | – |
| TRAVELERS COMPANIES | COM | 1M | 6K | – |
| TRUIST FINL CORP COM | COM | 696K | 18K | – |
| U M B FINL CORP | COM | 536K | 6K | – |
| UBER TECHNOLOGIES INC | COM | 153M | 2M | – |
| UNILEVER PLC SPON ADR NEW ISIN | COM | 470K | 9K | – |
| UNION PACIFIC CORP | COM | 3M | 15K | – |
| United Parcel Service Cl B | COM | 2M | 13K | – |
| UNITED RENTALS INC COM | COM | 6M | 10K | – |
| UNITEDHEALTH GROUP INC | COM | 115M | 227K | – |
| VALERO ENERGY CORP NEW COM | COM | 1M | 8K | – |
| VANGUARD INDEX FDS S&P 500 ETF | COM | 4M | 9K | – |
| VANGUARD INDEX FDS VANGUARD GR | COM | 217K | 579 | – |
| VANGUARD INDEX FDS VANGUARD SM | COM | 411K | 2K | – |
| VANGUARD INFORMATION TECHNOLOG | COM | 2M | 4K | – |
| VANGUARD WHITEHALL FDS HIGH DI | COM | 1M | 9K | – |
| VERALTO CORP COM | COM | 901K | 9K | – |
| VERISK ANALYTICS INC COM USD0. | COM | 3M | 11K | – |
| VERIZON COMMUNICATN | COM | 1M | 25K | – |
| VERTEX PHARMACEUTICA | COM | 442K | 942 | – |
| VISA INC-CLASS A SHARES | COM | 14M | 53K | – |
| VISTRA ENERGY CORP | COM | 966K | 11K | – |
| WALMART INC | COM | 4M | 66K | – |
| WALT DISNEY CO/THE | COM | 2M | 22K | – |
| WASTE MGMT INC DEL COM STK | COM | 9M | 44K | – |
| WEBSTER FINL CO | COM | 449K | 10K | – |
| WELLS FARGO & CO | COM | 940K | 16K | – |
| WILLSCOT MOBILE MINI HOLDING | COM | 5M | 125K | – |
| WOODWARD INC COM | COM | 1M | 6K | – |
| WW GRAINGER INC | COM | 328K | 363 | – |
| XYLEM INC. | COM | 255K | 2K | – |
| YUM BRANDS INC | COM | 456K | 3K | – |
| ZOETIS INC | COM | 85M | 490K | – |