Portfolio (Quarterly)
Guide ↗
Douglas Lane & Associates, LLC
· CIK 0001672594| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTERNATIONAL INC | Industrials | 83,270 | $18.8M | 0.27% | SOLD |
| 2 | — | AIR LEASE CORP CL A | — | 24,991 | $1.6M | 0.02% | SOLD |
| 3 | GD | GENERAL DYNAMICS CORP | Industrials | 982 | $337K | 0.01% | SOLD |
| 4 | PEG | PUBLIC SERVICES ENTERPRISE GRO | Utilities | 3,040 | $246K | 0.00% | SOLD |
| 5 | MCK | MCKESSON CORP | Healthcare | 258 | $224K | 0.00% | SOLD |
| 6 | BDX | BECTON DICKINSON & CO | Healthcare | 1,284 | $202K | 0.00% | SOLD |
| 7 | — | HARTCOURT COMPANIES INC NEW | — | 10,000 | — | — | SOLD |
Sector Allocation
Financial Services
17.2%
Healthcare
16.7%
Technology
15.6%
Industrials
14.6%
Basic Materials
8.3%
Consumer Defensive
7.4%
Real Estate
5.1%
Consumer Cyclical
5.0%
Communication Services
4.8%
Energy
4.7%