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
401
$69K ﹤0.01%
4,320
402
$68K ﹤0.01%
4,665
403
$66K ﹤0.01%
+1,100
404
$66K ﹤0.01%
5,250
-225
405
$66K ﹤0.01%
2,880
406
$65K ﹤0.01%
5,910
407
$65K ﹤0.01%
1,475
408
$65K ﹤0.01%
1,544
409
$64K ﹤0.01%
1,450
410
$63K ﹤0.01%
1,200
411
$62K ﹤0.01%
3,300
-100
412
$62K ﹤0.01%
2,342
413
$62K ﹤0.01%
250
414
$61K ﹤0.01%
+4,229
415
$60K ﹤0.01%
1,136
416
– –
0
417
$60K ﹤0.01%
4,000
418
$58K ﹤0.01%
3,841
419
$57K ﹤0.01%
1,437
420
$55K ﹤0.01%
1,675
421
$55K ﹤0.01%
5,250
422
$54K ﹤0.01%
239
423
$54K ﹤0.01%
9,030
-21,000
424
$53K ﹤0.01%
1,100
-4,000
425
$53K ﹤0.01%
1,250
15 16
17
18 19