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
301
$178K ﹤0.01%
6,315
302
$176K ﹤0.01%
5,387
303
$175K ﹤0.01%
1,882
304
$174K ﹤0.01%
475
305
$171K ﹤0.01%
+3,466
306
$166K ﹤0.01%
+3,400
307
$166K ﹤0.01%
4,039
308
$164K ﹤0.01%
4,010
-1,380
309
$163K ﹤0.01%
2,467
310
$161K ﹤0.01%
1,727
+40
311
$158K ﹤0.01%
1,125
312
$158K ﹤0.01%
2,500
313
$156K ﹤0.01%
1,255
314
$154K ﹤0.01%
3,823
315
$154K ﹤0.01%
3,100
316
$153K ﹤0.01%
21,592
-490
317
$152K ﹤0.01%
2,725
318
$151K ﹤0.01%
4,600
-750
319
$151K ﹤0.01%
7,660
320
$148K ﹤0.01%
4,050
321
$146K ﹤0.01%
10,349
-2,423
322
$146K ﹤0.01%
4,598
323
$142K ﹤0.01%
5,851
324
$141K ﹤0.01%
1,764
325
$141K ﹤0.01%
2,600
11 12
13
14 15