DLA
Douglas Lane & Associates Portfolio holdings
AUM
$6.9B
This Quarter Return
+8.71%
1 Year Return
+13.87%
3 Year Return
+73.39%
5 Year Return
+145.47%
10 Year Return
–
AUM
$4.74B
AUM Growth
+$4.74B
(+8.8%)
Cap. Flow
+$64.2M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
19.86%
Holding
222
New
10
Increased
65
Reduced
122
Closed
18
Top Buys
| 1 |
MAXR
Maxar Technologies Inc. Common Stock
MAXR
|
$52.1M |
| 2 |
Simon Property Group
SPG
|
$23.1M |
| 3 |
Oracle
ORCL
|
$21.8M |
| 4 |
DLPH
Delphi Technologies PLC Ordinary Shares
DLPH
|
$21.3M |
| 5 |
FRC
First Republic Bank
FRC
|
$21.1M |
Top Sells
| 1 |
DGI
DigitalGlobe Inc.
DGI
|
$52.4M |
| 2 |
Yum! Brands
YUM
|
$14.5M |
| 3 |
Corning
GLW
|
$12.5M |
| 4 |
ABCO
Advisory Board Co/The
ABCO
|
$10.9M |
| 5 |
Air Lease Corp
AL
|
$9.1M |
Sector Composition
| 1 | Financials | 20.87% |
| 2 | Industrials | 17.03% |
| 3 | Technology | 14.13% |
| 4 | Consumer Discretionary | 13.34% |
| 5 | Healthcare | 11.2% |
