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
426
$45K ﹤0.01%
7,569
427
$45K ﹤0.01%
6,000
428
$44K ﹤0.01%
926
429
$42K ﹤0.01%
800
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430
$42K ﹤0.01%
2,316
431
$41K ﹤0.01%
1,279
432
$41K ﹤0.01%
500
433
$40K ﹤0.01%
291
434
$40K ﹤0.01%
3,950
435
$40K ﹤0.01%
2,000
436
$40K ﹤0.01%
3,666
437
$40K ﹤0.01%
+2,000
438
$39K ﹤0.01%
188
439
$39K ﹤0.01%
888
440
$39K ﹤0.01%
1,000
441
$39K ﹤0.01%
625
442
$39K ﹤0.01%
305
443
$39K ﹤0.01%
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$38K ﹤0.01%
1,500
445
$36K ﹤0.01%
840
446
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1,031
447
$35K ﹤0.01%
800
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448
$34K ﹤0.01%
1,118
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449
$34K ﹤0.01%
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450
$34K ﹤0.01%
3,000
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