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
351
$116K ﹤0.01%
1,358
352
$115K ﹤0.01%
3,000
353
$115K ﹤0.01%
1,500
354
$111K ﹤0.01%
912
355
– –
0
356
$108K ﹤0.01%
4,209
357
$108K ﹤0.01%
1,825
358
$107K ﹤0.01%
+4,590
359
$107K ﹤0.01%
840
360
$107K ﹤0.01%
1,400
361
$106K ﹤0.01%
2,064
362
$105K ﹤0.01%
800
363
$103K ﹤0.01%
140
364
$103K ﹤0.01%
1,232
365
$100K ﹤0.01%
2,627
+2,500
366
$98K ﹤0.01%
1,775
-2,000
367
$98K ﹤0.01%
945
+695
368
$97K ﹤0.01%
3,426
369
$94K ﹤0.01%
800
-500
370
$92K ﹤0.01%
1,285
-515
371
$92K ﹤0.01%
2,846
+1,660
372
$90K ﹤0.01%
1,172
-3
373
$89K ﹤0.01%
2,045
374
$89K ﹤0.01%
900
375
$88K ﹤0.01%
1,800
13 14
15
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