LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.96B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$24.2M
3
+$9.4M
4
CTSH icon
Cognizant
CTSH
+$2.92M
5
HAIN icon
Hain Celestial
HAIN
+$2.83M

Top Sells

1
+$15.5M
2
+$11M
3
+$5.9M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$5.55M
5
MCD icon
McDonald's
MCD
+$3.94M

Sector Composition

1 Technology 22.27%
2 Healthcare 16.18%
3 Consumer Staples 13.78%
4 Industrials 12.57%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$405K 0.01%
6,719
+900
227
$399K 0.01%
3,275
-80
228
$398K 0.01%
+17,500
229
$391K 0.01%
5,570
230
$385K 0.01%
+1,653
231
$381K 0.01%
+5,200
232
$374K 0.01%
6,666
233
$370K 0.01%
+1,566
234
$369K 0.01%
8,000
-5,000
235
$366K 0.01%
11,448
236
$353K 0.01%
8,400
237
$347K 0.01%
6,740
+4,740
238
$343K 0.01%
+9,000
239
$335K 0.01%
1,210
240
$328K 0.01%
17,000
-3,500
241
$328K 0.01%
4,200
242
$327K 0.01%
2,000
243
$326K 0.01%
4,250
-3,315
244
$323K 0.01%
3,333
+50
245
$321K 0.01%
3,645
-60
246
$311K 0.01%
4,500
247
$311K 0.01%
2,689
248
$308K 0.01%
5,000
249
$302K 0.01%
2,427
-173
250
$301K 0.01%
11,766
-1,141
8 9
10
11 12