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
$4.82B
AUM Growth
+$583M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$34.3M
2
+$8.7M
3
+$8.46M
4
SWK icon
Stanley Black & Decker
SWK
+$7.32M
5
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
+$6.78M

Top Sells

1
+$10.7M
2
+$8.17M
3
+$7.51M
4
CELG
Celgene Corp
CELG
+$7.19M
5
YUM icon
Yum! Brands
YUM
+$6.74M

Sector Composition

1 Financials 22.49%
2 Technology 14.24%
3 Industrials 13.12%
4 Healthcare 12.7%
5 Consumer Discretionary 10.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$391K 0.01%
6,450
-250
177
$390K 0.01%
5,420
-1,298
178
$375K 0.01%
4,426
+700
179
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3,000
180
$354K 0.01%
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-41
181
$347K 0.01%
7,730
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182
$345K 0.01%
4,302
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183
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184
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185
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186
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187
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188
$271K 0.01%
+8,000
189
$268K 0.01%
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-293
190
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5,285
-5,920
191
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14,000
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192
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193
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3,174
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194
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6,200
195
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196
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197
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562
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198
$231K ﹤0.01%
4,346
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199
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+3,163
200
$225K ﹤0.01%
+3,654
5 6 7
8
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