DCLA

Douglas C. Lane & Associates Portfolio holdings

AUM $3.69B
1-Year Est. Return 0.11%
This Quarter Est. Return
1 Year Est. Return
+0.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.72B
AUM Growth
-$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
257
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$9.52M
3
+$6.9M
4
JWN
Nordstrom
JWN
+$6.27M
5
AXP icon
American Express
AXP
+$6.15M

Top Sells

1
+$25.5M
2
+$14.7M
3
+$7.54M
4
MDLZ icon
Mondelez International
MDLZ
+$7.07M
5
ABT icon
Abbott
ABT
+$6.82M

Sector Composition

1 Industrials 19.03%
2 Technology 15.24%
3 Healthcare 14.74%
4 Consumer Discretionary 12.34%
5 Financials 8.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$26K ﹤0.01%
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$0 ﹤0.01%
13,772
6 7 8 9
10