LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+1.79%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$3.96B
AUM Growth
+$60.5M
(+1.5%)
Cap. Flow
+$14.2M
Cap. Flow
% of AUM
0.36%
Top 10 Holdings %
Top 10 Hldgs %
33.89%
Holding
670
New
36
Increased
103
Reduced
146
Closed
41
Top Buys
| 1 |
Gilead Sciences
GILD
|
+$25.9M |
| 2 |
American Tower
AMT
|
+$24.2M |
| 3 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
+$9.4M |
| 4 |
Cognizant
CTSH
|
+$2.92M |
| 5 |
Hain Celestial
HAIN
|
+$2.83M |
Top Sells
| 1 |
CDK
CDK Global, Inc.
CDK
|
+$15.5M |
| 2 |
Qualcomm
QCOM
|
+$11M |
| 3 |
HDFC Bank
HDB
|
+$5.9M |
| 4 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$5.55M |
| 5 |
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% |
