DCLA
Douglas C. Lane & Associates Portfolio holdings
AUM
$3.69B
1-Year Return
0.11%
This Quarter Return
+2.48%
1 Year Return
+0.11%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.81B
AUM Growth
+$103M
(+2.8%)
Cap. Flow
+$30M
Cap. Flow
% of AUM
0.79%
Top 10 Holdings %
Top 10 Hldgs %
20.85%
Holding
259
New
21
Increased
98
Reduced
107
Closed
13
Top Buys
| 1 |
Macy's
M
|
$13.9M |
| 2 |
MetLife
MET
|
$13M |
| 3 |
Stratasys
SSYS
|
$9.92M |
| 4 |
HF Sinclair
DINO
|
$9.57M |
| 5 |
VF Corp
VFC
|
$9.49M |
Top Sells
| 1 |
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
|
$26.5M |
| 2 |
Emerson Electric
EMR
|
$20.8M |
| 3 |
Visteon
VC
|
$15.4M |
| 4 |
Merck
MRK
|
$9.29M |
| 5 |
Mondelez International
MDLZ
|
$9.05M |
Sector Composition
| 1 | Industrials | 20.33% |
| 2 | Technology | 15.69% |
| 3 | Healthcare | 14.52% |
| 4 | Consumer Discretionary | 12.03% |
| 5 | Financials | 6.84% |
