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
$7.52B
AUM Growth
+$530M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
241
New
Increased
Reduced
Closed

Top Buys

1 +$24.2M
2 +$19.3M
3 +$12.7M
4
EIX icon
Edison International
EIX
+$12.1M
5
IHRT icon
iHeartMedia
IHRT
+$11.7M

Top Sells

1 +$22M
2 +$21.1M
3 +$17M
4
BX icon
Blackstone
BX
+$13.7M
5
ULTA icon
Ulta Beauty
ULTA
+$10.8M

Sector Composition

1 Financials 19.68%
2 Technology 17.77%
3 Healthcare 13.9%
4 Communication Services 9.27%
5 Consumer Discretionary 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$204K ﹤0.01%
+4,894
227
$203K ﹤0.01%
+592
228
$178K ﹤0.01%
10,480
-800
229
$0 ﹤0.01%
13,772
230
-1,400
231
-2,796
232
-806
233
-1,758