DLA

Douglas Lane & Associates Portfolio holdings

AUM $6.93B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.13B
AUM Growth
+$679M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1 +$55.6M
2 +$20.2M
3 +$15M
4
BABA icon
Alibaba
BABA
+$13.8M
5
SSYS icon
Stratasys
SSYS
+$13.6M

Top Sells

1 +$26.7M
2 +$15M
3 +$13M
4
SSNC icon
SS&C Technologies
SSNC
+$6.89M
5
FTV icon
Fortive
FTV
+$5.69M

Sector Composition

1 Financials 20.9%
2 Technology 17.49%
3 Healthcare 14.06%
4 Consumer Discretionary 9.76%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$0 ﹤0.01%
+10,000
227
$0 ﹤0.01%
13,772