DLA

Douglas Lane & Associates Portfolio holdings

AUM $7.18B
1-Year Est. Return 14%
This Quarter Est. Return
1 Year Est. Return
+14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.48B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1 +$6.99M
2 +$6.52M
3 +$5.8M
4
BKU icon
Bankunited
BKU
+$4.78M
5
DINO icon
HF Sinclair
DINO
+$4.44M

Top Sells

1 +$16.2M
2 +$14.8M
3 +$6.72M
4
IHS
IHS INC CL-A COM STK
IHS
+$6.51M
5
LUV icon
Southwest Airlines
LUV
+$3.6M

Sector Composition

1 Industrials 17.39%
2 Technology 14.21%
3 Healthcare 13.79%
4 Financials 13.54%
5 Consumer Discretionary 11.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-8,394
227
-14,000