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
$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
401
$62K ﹤0.01%
+1,931
402
$62K ﹤0.01%
1,500
403
$61K ﹤0.01%
22,542
404
$59K ﹤0.01%
750
405
$59K ﹤0.01%
1,245
406
$58K ﹤0.01%
475
407
$58K ﹤0.01%
1,437
408
$58K ﹤0.01%
5,000
409
$56K ﹤0.01%
1,200
410
$56K ﹤0.01%
1,570
-900
411
$55K ﹤0.01%
765
412
$55K ﹤0.01%
1,223
413
$55K ﹤0.01%
1,555
414
$53K ﹤0.01%
3,210
415
$52K ﹤0.01%
2,234
416
$51K ﹤0.01%
500
417
$51K ﹤0.01%
514
418
$50K ﹤0.01%
1,000
419
$49K ﹤0.01%
870
420
$49K ﹤0.01%
800
421
$49K ﹤0.01%
786
-1,254
422
$47K ﹤0.01%
666
423
$47K ﹤0.01%
1,136
424
$47K ﹤0.01%
289
-50
425
$46K ﹤0.01%
975
15 16
17
18 19