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
176
$210K 0.01%
+8,048
177
$208K 0.01%
+18,100
178
$205K 0.01%
+3,095
179
$203K 0.01%
+5,475
180
$126K ﹤0.01%
+20,000
181
$41K ﹤0.01%
+10,200
182
$34K ﹤0.01%
+1,500
183
$31K ﹤0.01%
+1,500
184
$12K ﹤0.01%
+400
185
$0 ﹤0.01%
+11,276
4 5 6 7
8