LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+4.64%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$5.18B
AUM Growth
+$146M
(+2.9%)
Cap. Flow
+$50M
Cap. Flow
% of AUM
0.96%
Top 10 Holdings %
Top 10 Hldgs %
36.15%
Holding
962
New
312
Increased
198
Reduced
131
Closed
41
Top Buys
| 1 |
Lowe's Companies
LOW
|
+$16M |
| 2 |
WEX
WEX
|
+$6.08M |
| 3 |
Meta Platforms (Facebook)
META
|
+$5.29M |
| 4 |
CELG
Celgene Corp
CELG
|
+$5.23M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$5.04M |
Top Sells
| 1 |
WFM
Whole Foods Market Inc
WFM
|
+$11.1M |
| 2 |
United Natural Foods
UNFI
|
+$8.66M |
| 3 |
DD
Du Pont De Nemours E I
DD
|
+$4M |
| 4 |
Automatic Data Processing
ADP
|
+$3.88M |
| 5 |
RTX Corp
RTX
|
+$3.15M |
Sector Composition
| 1 | Technology | 24.57% |
| 2 | Healthcare | 18.73% |
| 3 | Consumer Staples | 11.29% |
| 4 | Financials | 9.42% |
| 5 | Industrials | 9.17% |
