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
251
$249K ﹤0.01%
19,000
252
$247K ﹤0.01%
3,155
+145
253
$247K ﹤0.01%
3,550
254
$247K ﹤0.01%
4,950
255
$244K ﹤0.01%
950
-145,237
256
$239K ﹤0.01%
4,995
257
$238K ﹤0.01%
3,711
258
$237K ﹤0.01%
555
259
$237K ﹤0.01%
9,000
-1,000
260
$236K ﹤0.01%
2,776
-580
261
$233K ﹤0.01%
5,632
262
$230K ﹤0.01%
7,082
-15,535
263
$229K ﹤0.01%
+8,631
264
$223K ﹤0.01%
2,866
-200
265
$217K ﹤0.01%
2,699
266
$215K ﹤0.01%
24,400
267
$212K ﹤0.01%
4,105
268
$208K ﹤0.01%
13,300
269
$203K ﹤0.01%
4,726
270
$202K ﹤0.01%
960
271
$202K ﹤0.01%
1,400
272
$198K ﹤0.01%
13,232
273
$198K ﹤0.01%
2,620
-200
274
$196K ﹤0.01%
3,546
275
$195K ﹤0.01%
+12,425
9 10
11
12 13