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
26
$62.7M 1.58%
583,570
+14,010
27
$58.4M 1.47%
1,436,121
-20,815
28
$51.9M 1.31%
374,208
+7,333
29
$50.1M 1.26%
1,627,136
+60,886
30
$42.6M 1.07%
1,545,933
+63,173
31
$41.4M 1.05%
433,428
-8,435
32
$41.3M 1.04%
837,249
+190,671
33
$39.9M 1.01%
349,259
+17,305
34
$37.2M 0.94%
157,728
-13,303
35
$36.3M 0.92%
370,183
+263,993
36
$31.9M 0.8%
268,300
-15,562
37
$31.1M 0.79%
413,424
+145
38
$29.9M 0.75%
456,626
+37,778
39
$27.3M 0.69%
310,903
-5,492
40
$26.8M 0.68%
534,078
+12,300
41
$26.4M 0.67%
255,479
-1,273
42
$25.9M 0.65%
457,966
-62,925
43
$25.9M 0.65%
179,143
+1,740
44
$25.7M 0.65%
486,417
-676
45
$24.6M 0.62%
833,798
-188,288
46
$24M 0.61%
246,357
-40,385
47
$22.7M 0.57%
902,628
+24,816
48
$21.3M 0.54%
133,232
+1,066
49
$20.8M 0.53%
148,810
-21,055
50
$19M 0.48%
119,530
-5,011
1
2
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