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
151
$435K 0.02%
+8,718
152
$433K 0.02%
+8,446
153
$430K 0.02%
+9,314
154
$418K 0.02%
+4,081
155
$418K 0.02%
+9,650
156
$405K 0.02%
+3,599
157
$397K 0.02%
+28,580
158
$350K 0.01%
+5,787
159
$342K 0.01%
+3,452
160
$333K 0.01%
+3,734
161
$326K 0.01%
+8,183
162
$313K 0.01%
+5,073
163
$263K 0.01%
+4,117
164
$255K 0.01%
+8,200
165
$252K 0.01%
+2,952
166
$250K 0.01%
+993
167
$246K 0.01%
+260
168
$245K 0.01%
+7,977
169
$242K 0.01%
+18,832
170
$242K 0.01%
+11,165
171
$235K 0.01%
+7,863
172
$231K 0.01%
+2,976
173
$223K 0.01%
+3,450
174
$217K 0.01%
+3,488
175
$212K 0.01%
+2,905
4 5 6
7
8