LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+7.32%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$4.78B
AUM Growth
+$300M
(+6.7%)
Cap. Flow
+$1.98M
Cap. Flow
% of AUM
0.04%
Top 10 Holdings %
Top 10 Hldgs %
35.41%
Holding
647
New
42
Increased
83
Reduced
147
Closed
23
Top Buys
| 1 |
Occidental Petroleum
OXY
|
$16.3M |
| 2 |
Meta Platforms (Facebook)
META
|
$11.8M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$10.5M |
| 4 |
American Tower
AMT
|
$8.99M |
| 5 |
Amgen
AMGN
|
$6.76M |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
$44.7M |
| 2 |
Gilead Sciences
GILD
|
$6.89M |
| 3 |
LLTC
Linear Technology Corp
LLTC
|
$6.42M |
| 4 |
Novo Nordisk
NVO
|
$4.97M |
| 5 |
Idexx Laboratories
IDXX
|
$3.59M |
Sector Composition
| 1 | Technology | 22.82% |
| 2 | Healthcare | 17.92% |
| 3 | Consumer Staples | 12.87% |
| 4 | Consumer Discretionary | 9.99% |
| 5 | Industrials | 9.56% |
