LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+0.78%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$3.66B
AUM Growth
+$32.1M
(+0.88%)
Cap. Flow
+$14.9M
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
32.73%
Holding
662
New
61
Increased
130
Reduced
131
Closed
38
Top Buys
| 1 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
+$30.1M |
| 2 |
CELG
Celgene Corp
CELG
|
+$13.7M |
| 3 |
WEX
WEX
|
+$4.41M |
| 4 |
PRA Group
PRAA
|
+$3.31M |
| 5 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
+$2.76M |
Top Sells
| 1 |
Ovintiv
OVV
|
+$8.44M |
| 2 |
IBM
IBM
|
+$6.43M |
| 3 |
LLTC
Linear Technology Corp
LLTC
|
+$5.97M |
| 4 |
TUC
MAC-GRAY CORP
TUC
|
+$5.57M |
| 5 |
McDonald's
MCD
|
+$4.38M |
Sector Composition
| 1 | Technology | 24.61% |
| 2 | Consumer Staples | 14.73% |
| 3 | Healthcare | 13.97% |
| 4 | Industrials | 12.91% |
| 5 | Consumer Discretionary | 8.69% |
