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
376
$87K ﹤0.01%
2,450
-210
377
$87K ﹤0.01%
4,125
378
$85K ﹤0.01%
4,123
+1,832
379
$85K ﹤0.01%
4,024
-1,755
380
$85K ﹤0.01%
1,300
381
$84K ﹤0.01%
1,724
382
$84K ﹤0.01%
185
+85
383
$83K ﹤0.01%
811
384
$82K ﹤0.01%
1,000
385
$82K ﹤0.01%
1,000
386
$81K ﹤0.01%
956
-44
387
$81K ﹤0.01%
1,845
388
$80K ﹤0.01%
2,941
389
$79K ﹤0.01%
1,100
-200
390
$77K ﹤0.01%
26,825
-2,210
391
$74K ﹤0.01%
1,680
392
$74K ﹤0.01%
2,012
+872
393
$73K ﹤0.01%
6,119
+4,119
394
$73K ﹤0.01%
1,136
+50
395
$73K ﹤0.01%
905
-555
396
$73K ﹤0.01%
1,069
397
$72K ﹤0.01%
2,360
398
$72K ﹤0.01%
1,589
399
$70K ﹤0.01%
4,804
-6,245
400
$69K ﹤0.01%
396
14 15
16
17 18