LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
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
+$26.8M
2
+$24.9M
3
+$9.48M
4
CTSH icon
Cognizant
CTSH
+$2.76M
5
CELG
Celgene Corp
CELG
+$2.73M

Top Sells

1
+$15.1M
2
+$11.1M
3
+$5.85M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$5.69M
5
MCD icon
McDonald's
MCD
+$3.83M

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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255
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4,000
256
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-4,868
257
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4,000
258
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3,329
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259
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825
260
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10,640
261
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17,221
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262
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4,680
263
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264
$238K 0.01%
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265
$238K 0.01%
2,675
266
$234K 0.01%
3,835
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267
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269
$231K 0.01%
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270
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12,650
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271
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272
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8,400
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273
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7,450
274
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1,300
-60
275
$216K 0.01%
4,950
9 10
11
12 13