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
$3.92B
AUM Growth
+$169M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$42.4M
2
+$30.1M
3
+$16.5M
4
EXPE icon
Expedia Group
EXPE
+$13.8M
5
CERN
Cerner Corp
CERN
+$12.9M

Top Sells

1
+$52.6M
2
+$16.6M
3
+$11M
4
SRCL
Stericycle Inc
SRCL
+$10.8M
5
ECL icon
Ecolab
ECL
+$7.27M

Sector Composition

1 Industrials 19.09%
2 Financials 18.07%
3 Technology 14.84%
4 Consumer Discretionary 11.77%
5 Healthcare 10.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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