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
251
$299K 0.01%
1,422
-325
252
$296K 0.01%
4,875
253
$295K 0.01%
10,000
254
$293K 0.01%
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-1,000
255
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4,000
256
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3,819
-4,868
257
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4,000
258
$274K 0.01%
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259
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825
260
$265K 0.01%
10,640
261
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17,221
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262
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4,680
263
$243K 0.01%
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264
$238K 0.01%
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265
$238K 0.01%
2,675
266
$234K 0.01%
3,835
-3,440
267
$233K 0.01%
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268
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0
269
$231K 0.01%
9,000
270
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12,650
+1,400
271
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3,508
272
$219K 0.01%
8,400
-1,220
273
$218K 0.01%
7,450
274
$218K 0.01%
1,300
-60
275
$216K 0.01%
4,950
9 10
11
12 13