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
451
$42K ﹤0.01%
450
452
$42K ﹤0.01%
1,000
453
$41K ﹤0.01%
1,075
454
$41K ﹤0.01%
290
455
$41K ﹤0.01%
3,745
456
$39K ﹤0.01%
+1,700
457
$39K ﹤0.01%
2,000
458
$39K ﹤0.01%
831
459
$38K ﹤0.01%
725
-205
460
$38K ﹤0.01%
7
461
$38K ﹤0.01%
926
462
$38K ﹤0.01%
676
+156
463
$38K ﹤0.01%
300
464
$37K ﹤0.01%
1,070
465
$36K ﹤0.01%
477
-400
466
$36K ﹤0.01%
+1,500
467
$36K ﹤0.01%
470
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468
$35K ﹤0.01%
2,400
469
$35K ﹤0.01%
3,120
470
$35K ﹤0.01%
7,573
471
$34K ﹤0.01%
1,800
472
$34K ﹤0.01%
+3,010
473
$34K ﹤0.01%
1,052
-800
474
$34K ﹤0.01%
300
475
$34K ﹤0.01%
1,150
17 18
19
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