LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+10.37%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$6.31B
AUM Growth
+$553M
(+9.6%)
Cap. Flow
+$3.88M
Cap. Flow
% of AUM
0.06%
Top 10 Holdings %
Top 10 Hldgs %
38.54%
Holding
691
New
7
Increased
60
Reduced
171
Closed
20
Top Buys
| 1 |
NXP Semiconductors
NXPI
|
+$18.8M |
| 2 |
Salesforce
CRM
|
+$16.5M |
| 3 |
Becton Dickinson
BDX
|
+$15.9M |
| 4 |
Microsoft
MSFT
|
+$9.91M |
| 5 |
American Tower
AMT
|
+$9.78M |
Top Sells
| 1 |
Gilead Sciences
GILD
|
+$11.1M |
| 2 |
RTX Corp
RTX
|
+$10M |
| 3 |
Colgate-Palmolive
CL
|
+$8.87M |
| 4 |
Acuity Brands
AYI
|
+$6.85M |
| 5 |
Starbucks
SBUX
|
+$6.39M |
Sector Composition
| 1 | Technology | 30.1% |
| 2 | Healthcare | 18.05% |
| 3 | Financials | 10.56% |
| 4 | Consumer Discretionary | 9.68% |
| 5 | Consumer Staples | 7.75% |
