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
$6.45B
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$20.5M
3
+$14.7M
4
BABA icon
Alibaba
BABA
+$14.1M
5
TDG icon
TransDigm Group
TDG
+$13.3M

Top Sells

1
+$46.2M
2
+$36.6M
3
+$30.4M
4
KSU
Kansas City Southern
KSU
+$27.3M
5
SSYS icon
Stratasys
SSYS
+$13M

Sector Composition

1 Financials 21.44%
2 Technology 17.25%
3 Healthcare 13.62%
4 Consumer Discretionary 10.16%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$343K 0.01%
3,504
177
$335K 0.01%
10,431
+93
178
$330K 0.01%
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179
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432
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181
$323K 0.01%
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182
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1,150
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183
$320K 0.01%
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184
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185
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186
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188
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189
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193
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195
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196
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197
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199
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3,601
-4,378
200
$233K ﹤0.01%
3,375
5 6 7
8
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