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
276
$216K 0.01%
1,755
+955
277
$214K 0.01%
3,214
+2,190
278
$213K 0.01%
3,055
279
$212K 0.01%
8,000
280
$204K 0.01%
1,964
281
$203K 0.01%
6,400
282
$202K 0.01%
3,503
283
$201K 0.01%
3,779
284
$200K 0.01%
2,490
285
$200K 0.01%
11,000
286
$198K 0.01%
3,453
287
$197K 0.01%
5,434
288
$190K ﹤0.01%
1,550
289
$188K ﹤0.01%
8,644
290
$183K ﹤0.01%
+1,069
291
$183K ﹤0.01%
1,057
292
– –
0
293
$182K ﹤0.01%
5,857
294
$182K ﹤0.01%
11,949
295
$181K ﹤0.01%
2,000
296
$179K ﹤0.01%
2,884
297
$179K ﹤0.01%
+7,000
298
$179K ﹤0.01%
2,271
-20
299
$179K ﹤0.01%
820
-180
300
$178K ﹤0.01%
2,500
10 11
12
13 14