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
$7.13B
AUM Growth
+$679M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$62.3M
2
+$20.3M
3
+$15.8M
4
SSYS icon
Stratasys
SSYS
+$15.4M
5
BABA icon
Alibaba
BABA
+$14.1M

Top Sells

1
+$26M
2
+$14.7M
3
+$12.5M
4
SSNC icon
SS&C Technologies
SSNC
+$6.79M
5
NVDA icon
NVIDIA
NVDA
+$6.4M

Sector Composition

1 Financials 20.9%
2 Technology 17.49%
3 Healthcare 14.06%
4 Consumer Discretionary 9.76%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$791K 0.01%
5,626
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152
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12,629
+610
153
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157
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159
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166
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267
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11,835
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