LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+0.33%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$3.7B
AUM Growth
+$1.94M
(+0.05%)
Cap. Flow
+$10.4M
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
33.68%
Holding
640
New
17
Increased
90
Reduced
163
Closed
42
Top Buys
| 1 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$45.2M |
| 2 |
American Tower
AMT
|
+$35.3M |
| 3 |
Trimble
TRMB
|
+$19.5M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$8.39M |
| 5 |
Starbucks
SBUX
|
+$8.13M |
Top Sells
| 1 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
+$37.4M |
| 2 |
LLTC
Linear Technology Corp
LLTC
|
+$22.9M |
| 3 |
McDonald's
MCD
|
+$9.23M |
| 4 |
Apple
AAPL
|
+$7.16M |
| 5 |
Intel
INTC
|
+$5.78M |
Sector Composition
| 1 | Technology | 23.17% |
| 2 | Healthcare | 14.85% |
| 3 | Consumer Staples | 14.18% |
| 4 | Industrials | 13.3% |
| 5 | Consumer Discretionary | 8.54% |
