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
101
$4.43M 0.17%
+203,680
102
$4.22M 0.16%
+62,585
103
$4.12M 0.16%
+74,915
104
$4.11M 0.16%
+74,199
105
$3.81M 0.15%
+95,529
106
$3.59M 0.14%
+41,544
107
$3.59M 0.14%
+89,072
108
$3.52M 0.14%
+35,550
109
$3.51M 0.14%
+37,667
110
$3.5M 0.14%
+107,280
111
$3.21M 0.13%
+92,828
112
$3.17M 0.12%
+70,971
113
$3.02M 0.12%
+36,035
114
$2.83M 0.11%
+28,729
115
$2.76M 0.11%
+100,145
116
$2.71M 0.11%
+74,109
117
$2.38M 0.09%
+114,042
118
$2.19M 0.09%
+79,607
119
$2.11M 0.08%
+62,685
120
$2.09M 0.08%
+61,229
121
$1.91M 0.07%
+42,455
122
$1.77M 0.07%
+21,494
123
$1.69M 0.07%
+70,000
124
$1.69M 0.07%
+28,830
125
$1.62M 0.06%
+60,857
3 4
5
6 7