DLA
Douglas Lane & Associates Portfolio holdings
AUM
$6.9B
1-Year Return
13.87%
This Quarter Return
-0.15%
1 Year Return
+13.87%
3 Year Return
+73.39%
5 Year Return
+145.47%
10 Year Return
–
AUM
$3.66B
AUM Growth
–
Cap. Flow
+$3.66B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
19.89%
Holding
223
New
223
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Delta Air Lines
DAL
|
$106M |
| 2 |
United Airlines
UAL
|
$86.7M |
| 3 |
Visa
V
|
$75.9M |
| 4 |
Microsoft
MSFT
|
$69.6M |
| 5 |
Illumina
ILMN
|
$69.4M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 18.98% |
| 2 | Technology | 14.23% |
| 3 | Healthcare | 13.13% |
| 4 | Financials | 12.73% |
| 5 | Consumer Discretionary | 12.42% |
