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
76
$14.4M 0.56%
+278,886
77
$14.3M 0.56%
+216,723
78
$14.2M 0.55%
+686,987
79
$14.1M 0.55%
+119,480
80
$13.7M 0.54%
+151,928
81
$13.5M 0.53%
+366,151
82
$12M 0.47%
+209,972
83
$11.7M 0.46%
+200,011
84
$10.8M 0.42%
+330,980
85
$9.21M 0.36%
+68,298
86
$9.07M 0.35%
+260,082
87
$8.45M 0.33%
+147,969
88
$8.25M 0.32%
+582,652
89
$8.16M 0.32%
+134,924
90
$7.9M 0.31%
+104,405
91
$7.89M 0.31%
+540,308
92
$7.82M 0.31%
+465,378
93
$7.51M 0.29%
+103,138
94
$7.51M 0.29%
+190,285
95
$7.36M 0.29%
+292,905
96
$6.98M 0.27%
+193,148
97
$5.9M 0.23%
+32,268
98
$5.73M 0.22%
+88,317
99
$4.68M 0.18%
+571,652
100
$4.62M 0.18%
+51,290
2 3
4
5 6