DLA

Douglas Lane & Associates Portfolio holdings

AUM $7.29B
1-Year Est. Return 19.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.6B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$15.8M
2 +$12.2M
3 +$11.6M
4
RGA icon
Reinsurance Group of America
RGA
+$10.8M
5
CELG
Celgene Corp
CELG
+$10.2M

Top Sells

1 +$47.2M
2 +$39.4M
3 +$25.2M
4
GLW icon
Corning
GLW
+$17.9M
5
AL icon
Air Lease Corp
AL
+$17.4M

Sector Composition

1 Financials 21.52%
2 Industrials 15.67%
3 Technology 14.51%
4 Consumer Discretionary 13.06%
5 Healthcare 11.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-9,900