LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
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
26
$68.6M 1.36%
755,217
-43,339
27
$64.5M 1.28%
648,131
+20,302
28
$61.1M 1.21%
463,996
-8,697
29
$59M 1.17%
348,453
+49,708
30
$58.7M 1.17%
534,249
+98,298
31
$57.8M 1.15%
494,888
+4,739
32
$57.2M 1.14%
340,867
-4,389
33
$51.6M 1.03%
874,656
+49,590
34
$51.1M 1.01%
462,850
-19,240
35
$49.4M 0.98%
797,979
+149,749
36
$47.7M 0.95%
681,146
+4,758
37
$47.5M 0.94%
2,242,098
-375,316
38
$42.8M 0.85%
1,738,788
-14,678
39
$40.3M 0.8%
345,719
-14,934
40
$38.8M 0.77%
221,729
-1,097
41
$38.2M 0.76%
502,684
-110,738
42
$38.1M 0.76%
477,162
+2,750
43
$32.8M 0.65%
186,589
+10,616
44
$28.5M 0.57%
232,068
-7,681
45
$27M 0.54%
262,621
+32,049
46
$26.4M 0.53%
568,180
-2,740
47
$26.2M 0.52%
586,365
-26,670
48
$25.1M 0.5%
161,675
-3,762
49
$24.4M 0.48%
503,446
+9,950
50
$23.5M 0.47%
141,144
-14,651
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