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
$2.56B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$56.4M
2
+$52.4M
3
+$51.9M
4
QCOM icon
Qualcomm
QCOM
+$51.3M
5
CSCO icon
Cisco
CSCO
+$49.8M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.82%
2 Healthcare 14.56%
3 Technology 12.92%
4 Consumer Discretionary 10.37%
5 Communication Services 7.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.2M 0.87%
+192,973
52
$21.2M 0.83%
+535,353
53
$20.8M 0.81%
+245,016
54
$20.2M 0.79%
+706,346
55
$19.6M 0.76%
+561,737
56
$19.6M 0.76%
+457,357
57
$19.3M 0.75%
+104,579
58
$19.2M 0.75%
+791,850
59
$18.8M 0.73%
+454,270
60
$18.5M 0.72%
+497,582
61
$17.9M 0.7%
+284,005
62
$17.5M 0.68%
+496,348
63
$16.9M 0.66%
+378,924
64
$16.8M 0.65%
+280,917
65
$16.1M 0.63%
+215,801
66
$16.1M 0.63%
+224,512
67
$16M 0.63%
+334,514
68
$15.9M 0.62%
+230,308
69
$15.8M 0.62%
+151,700
70
$15.5M 0.6%
+383,714
71
$15.2M 0.59%
+349,460
72
$15.1M 0.59%
+205,787
73
$14.9M 0.58%
+267,518
74
$14.6M 0.57%
+413,913
75
$14.4M 0.56%
+200,765
1 2
3
4 5