LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+8.05%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$7.41B
AUM Growth
+$521M
(+7.6%)
Cap. Flow
+$22.6M
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
42.51%
Holding
746
New
51
Increased
116
Reduced
168
Closed
67
Top Buys
| 1 |
Adobe
ADBE
|
+$38.4M |
| 2 |
Trade Desk
TTD
|
+$29M |
| 3 |
Roper Technologies
ROP
|
+$19.7M |
| 4 |
EOG Resources
EOG
|
+$10.1M |
| 5 |
Salesforce
CRM
|
+$8.9M |
Top Sells
| 1 |
Fortive
FTV
|
+$38M |
| 2 |
Cognizant
CTSH
|
+$14.7M |
| 3 |
Hain Celestial
HAIN
|
+$8.34M |
| 4 |
Occidental Petroleum
OXY
|
+$8.09M |
| 5 |
Johnson & Johnson
JNJ
|
+$7.87M |
Sector Composition
| 1 | Technology | 33.06% |
| 2 | Healthcare | 16.35% |
| 3 | Financials | 12.01% |
| 4 | Consumer Discretionary | 10.86% |
| 5 | Consumer Staples | 6.42% |
