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
$7.13B
AUM Growth
+$679M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$62.3M
2
+$20.3M
3
+$15.8M
4
SSYS icon
Stratasys
SSYS
+$15.4M
5
BABA icon
Alibaba
BABA
+$14.1M

Top Sells

1
+$26M
2
+$14.7M
3
+$12.5M
4
SSNC icon
SS&C Technologies
SSNC
+$6.79M
5
NVDA icon
NVIDIA
NVDA
+$6.4M

Sector Composition

1 Financials 20.9%
2 Technology 17.49%
3 Healthcare 14.06%
4 Consumer Discretionary 9.76%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$253K ﹤0.01%
3,375
202
$252K ﹤0.01%
3,129
-77
203
$251K ﹤0.01%
1,313
-85
204
$249K ﹤0.01%
3,051
-68
205
$246K ﹤0.01%
3,373
-228
206
$245K ﹤0.01%
5,360
207
$244K ﹤0.01%
692
-21
208
$236K ﹤0.01%
2,877
-758
209
$233K ﹤0.01%
2,439
+13
210
$229K ﹤0.01%
605
-49
211
$228K ﹤0.01%
+3,748
212
$228K ﹤0.01%
+1,050
213
$219K ﹤0.01%
4,937
+342
214
$218K ﹤0.01%
2,968
+83
215
$215K ﹤0.01%
+1,040
216
$214K ﹤0.01%
+1,329
217
$214K ﹤0.01%
+1,710
218
$213K ﹤0.01%
+616
219
$209K ﹤0.01%
1,394
-115
220
$208K ﹤0.01%
2,121
+17
221
$203K ﹤0.01%
+831
222
$202K ﹤0.01%
+5,446
223
$201K ﹤0.01%
2,338
-115
224
$178K ﹤0.01%
11,280
225
$0 ﹤0.01%
13,772
6 7 8
9
10