DLA
Douglas Lane & Associates Portfolio holdings
AUM
$6.9B
This Quarter Return
+14.89%
1 Year Return
+13.87%
3 Year Return
+73.39%
5 Year Return
+145.47%
10 Year Return
–
AUM
$4.82B
AUM Growth
+$4.82B
(+14%)
Cap. Flow
+$9.44M
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
20.63%
Holding
233
New
8
Increased
81
Reduced
114
Closed
10
Top Buys
| 1 |
Constellation Brands
STZ
|
$34.3M |
| 2 |
Kimco Realty
KIM
|
$8.7M |
| 3 |
AT&T
T
|
$8.46M |
| 4 |
Stanley Black & Decker
SWK
|
$7.32M |
| 5 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$6.78M |
Top Sells
| 1 |
Linde
LIN
|
$10.7M |
| 2 |
United Airlines
UAL
|
$8.17M |
| 3 |
Howmet Aerospace
HWM
|
$7.51M |
| 4 |
CELG
Celgene Corp
CELG
|
$7.19M |
| 5 |
Yum! Brands
YUM
|
$6.74M |
Sector Composition
| 1 | Financials | 22.49% |
| 2 | Technology | 14.24% |
| 3 | Industrials | 13.12% |
| 4 | Healthcare | 12.7% |
| 5 | Consumer Discretionary | 10.81% |
