LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+1.35%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$6.89B
AUM Growth
+$16.4M
(+0.24%)
Cap. Flow
-$34.9M
Cap. Flow
% of AUM
-0.51%
Top 10 Holdings %
Top 10 Hldgs %
42.52%
Holding
769
New
42
Increased
118
Reduced
182
Closed
75
Top Buys
| 1 |
Adobe
ADBE
|
+$24.8M |
| 2 |
Salesforce
CRM
|
+$18.3M |
| 3 |
PayPal
PYPL
|
+$9.43M |
| 4 |
Microsoft
MSFT
|
+$9.2M |
| 5 |
Amazon
AMZN
|
+$7.06M |
Top Sells
| 1 |
Cognizant
CTSH
|
+$52.6M |
| 2 |
Cummins
CMI
|
+$18.3M |
| 3 |
Mastercard
MA
|
+$8.74M |
| 4 |
Fortive
FTV
|
+$6.13M |
| 5 |
Corning
GLW
|
+$5.78M |
Sector Composition
| 1 | Technology | 31.86% |
| 2 | Healthcare | 16.77% |
| 3 | Financials | 11.67% |
| 4 | Consumer Discretionary | 11.07% |
| 5 | Consumer Staples | 7.32% |
