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
326
$141K ﹤0.01%
3,042
327
$141K ﹤0.01%
3,179
+25
328
$138K ﹤0.01%
1,650
329
$138K ﹤0.01%
1,100
+100
330
$137K ﹤0.01%
1,100
331
$137K ﹤0.01%
7,148
332
$137K ﹤0.01%
3,188
333
$137K ﹤0.01%
2,100
334
$133K ﹤0.01%
775
335
$131K ﹤0.01%
1,741
336
$129K ﹤0.01%
1,280
337
$127K ﹤0.01%
2,000
338
$127K ﹤0.01%
745
339
$126K ﹤0.01%
1,800
340
$125K ﹤0.01%
1,505
+595
341
$125K ﹤0.01%
6,000
-14,000
342
$123K ﹤0.01%
1,841
343
$123K ﹤0.01%
15,536
344
$122K ﹤0.01%
11,298
345
$122K ﹤0.01%
1,938
346
$119K ﹤0.01%
3,252
347
$119K ﹤0.01%
6,484
348
$118K ﹤0.01%
3,305
349
$117K ﹤0.01%
2,100
350
$116K ﹤0.01%
4,325
12 13
14
15 16