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
$4.36B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
217
New
Increased
Reduced
Closed

Top Buys

1
+$35M
2
+$22.3M
3
+$17.9M
4
BBWI icon
Bath & Body Works
BBWI
+$16.8M
5
LOW icon
Lowe's Companies
LOW
+$16.7M

Top Sells

1
+$18.9M
2
+$13.7M
3
+$11.4M
4
MET icon
MetLife
MET
+$9.65M
5
GLW icon
Corning
GLW
+$8.66M

Sector Composition

1 Financials 20.49%
2 Industrials 17.33%
3 Consumer Discretionary 13.49%
4 Technology 13.47%
5 Healthcare 11.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$798K 0.02%
70,028
-341,820
152
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3,771
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