LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.03B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11.9M
3
+$11.9M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
CELG
Celgene Corp
CELG
+$9.9M

Top Sells

1
+$37.3M
2
+$19.6M
3
+$8.43M
4
NVO icon
Novo Nordisk
NVO
+$7.96M
5
ADP icon
Automatic Data Processing
ADP
+$7.85M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Consumer Staples 12.37%
4 Industrials 9.23%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$321K 0.01%
10,135
227
$320K 0.01%
8,328
+228
228
$319K 0.01%
6,181
+47
229
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-162
230
$318K 0.01%
2,050
231
$314K 0.01%
3,285
232
$310K 0.01%
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-765
233
$309K 0.01%
16,197
234
$303K 0.01%
4,709
235
$300K 0.01%
17,075
236
$298K 0.01%
4,500
237
$296K 0.01%
4,053
238
$289K 0.01%
8,845
239
– –
0
240
$288K 0.01%
4,915
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241
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5,977
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242
$281K 0.01%
2,050
243
$277K 0.01%
8,400
244
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245
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246
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5,245
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247
$263K 0.01%
4,241
248
$262K 0.01%
4,226
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249
$261K 0.01%
3,673
250
$252K 0.01%
958
+38
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10
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