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
$7.04B
AUM Growth
-$36.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
251
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$46.9M
3
+$36.5M
4
APD icon
Air Products & Chemicals
APD
+$34.9M
5
HSY icon
Hershey
HSY
+$27.1M

Top Sells

1
+$45.3M
2
+$30.7M
3
+$17.4M
4
QCOM icon
Qualcomm
QCOM
+$14.6M
5
PRU icon
Prudential Financial
PRU
+$13.1M

Sector Composition

1 Technology 17.76%
2 Financials 17.45%
3 Healthcare 13.59%
4 Industrials 12.61%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.9K ﹤0.01%
+474
227
$11.7K ﹤0.01%
162,404
228
$10.1K ﹤0.01%
10,051
229
$537 ﹤0.01%
10,000
230
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-61
231
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232
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-5,822
233
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234
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236
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-2,944
237
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238
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239
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-750
240
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241
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242
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243
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244
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245
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-172,605
6 7 8 9
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