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
$4.01B
AUM Growth
+$93.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$9.23M
3
+$9.13M
4
LOW icon
Lowe's Companies
LOW
+$8.89M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$7.58M

Top Sells

1
+$69.9M
2
+$50.9M
3
+$15.3M
4
GE icon
GE Aerospace
GE
+$9.44M
5
BWA icon
BorgWarner
BWA
+$8.05M

Sector Composition

1 Industrials 19.17%
2 Financials 18.33%
3 Technology 13.13%
4 Healthcare 13.02%
5 Consumer Discretionary 11.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
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28,731
-5,647
152
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3,828
-170
153
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164
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5,359
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