LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.03B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11.9M
3
+$11.9M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
CELG
Celgene Corp
CELG
+$9.9M

Top Sells

1
+$37.3M
2
+$19.6M
3
+$8.43M
4
NVO icon
Novo Nordisk
NVO
+$7.96M
5
ADP icon
Automatic Data Processing
ADP
+$7.85M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Consumer Staples 12.37%
4 Industrials 9.23%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$80K ﹤0.01%
1,000
377
$79K ﹤0.01%
1,822
378
$79K ﹤0.01%
451
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379
$78K ﹤0.01%
1,000
380
$78K ﹤0.01%
2,342
381
$76K ﹤0.01%
396
382
$76K ﹤0.01%
1,222
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383
$76K ﹤0.01%
8,376
384
$76K ﹤0.01%
2,200
385
$75K ﹤0.01%
3,120
386
$72K ﹤0.01%
1,188
387
$71K ﹤0.01%
462
388
$70K ﹤0.01%
1,072
-1
389
$70K ﹤0.01%
1,000
390
$69K ﹤0.01%
1,055
-8,727
391
$68K ﹤0.01%
831
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392
$68K ﹤0.01%
1,376
393
$67K ﹤0.01%
4,800
394
$67K ﹤0.01%
676
395
$65K ﹤0.01%
+3,135
396
$64K ﹤0.01%
1,444
397
$64K ﹤0.01%
1,075
398
$63K ﹤0.01%
600
399
$63K ﹤0.01%
722
400
$63K ﹤0.01%
25,352
+6,724
14 15
16
17 18