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
$4.6B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
208
New
Increased
Reduced
Closed

Top Buys

1 +$15.4M
2 +$11.3M
3 +$10.6M
4
MAXR
Maxar Technologies Inc. Common Stock
MAXR
+$10.2M
5
CELG
Celgene Corp
CELG
+$9.52M

Top Sells

1 +$47.2M
2 +$40.5M
3 +$26.6M
4
GLW icon
Corning
GLW
+$16.2M
5
AL icon
Air Lease Corp
AL
+$16.1M

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
-4,641