LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+5.96%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$3.9B
AUM Growth
+$207M
(+5.6%)
Cap. Flow
+$21.1M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
34.23%
Holding
655
New
56
Increased
101
Reduced
142
Closed
21
Top Buys
| 1 |
CDK
CDK Global, Inc.
CDK
|
+$18.6M |
| 2 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
+$11M |
| 3 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
+$11M |
| 4 |
American Tower
AMT
|
+$11M |
| 5 |
Exxon Mobil
XOM
|
+$6.59M |
Top Sells
| 1 |
Automatic Data Processing
ADP
|
+$18.5M |
| 2 |
Accenture
ACN
|
+$7.82M |
| 3 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$6.46M |
| 4 |
IBM
IBM
|
+$6.2M |
| 5 |
McDonald's
MCD
|
+$3.26M |
Sector Composition
| 1 | Technology | 22.14% |
| 2 | Healthcare | 15.19% |
| 3 | Consumer Staples | 14.02% |
| 4 | Industrials | 13.53% |
| 5 | Consumer Discretionary | 9.04% |
