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
426
$53K ﹤0.01%
850
427
$52K ﹤0.01%
1,125
428
$52K ﹤0.01%
312
429
$52K ﹤0.01%
668
430
$52K ﹤0.01%
2,620
431
$51K ﹤0.01%
+1,850
432
$51K ﹤0.01%
398
+50
433
$48K ﹤0.01%
1,200
434
$48K ﹤0.01%
1,293
435
$48K ﹤0.01%
1,000
436
$48K ﹤0.01%
1,665
437
$48K ﹤0.01%
462
438
$47K ﹤0.01%
514
439
$47K ﹤0.01%
900
-630
440
$47K ﹤0.01%
225
-1,525
441
$47K ﹤0.01%
2,500
442
$46K ﹤0.01%
1,020
-375
443
$45K ﹤0.01%
870
444
$45K ﹤0.01%
2,234
445
$45K ﹤0.01%
894
446
$44K ﹤0.01%
1,100
447
$44K ﹤0.01%
871
448
$44K ﹤0.01%
700
449
$43K ﹤0.01%
+1,512
450
$43K ﹤0.01%
1,245
16 17
18
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