LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
This Quarter Return
+10.96%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$3.63B
AUM Growth
+$3.63B
(+11%)
Cap. Flow
+$114M
Cap. Flow
% of AUM
3.15%
Top 10 Holdings %
Top 10 Hldgs %
33.89%
Holding
638
New
76
Increased
130
Reduced
135
Closed
37
Top Buys
| 1 |
Canadian National Railway
CNI
|
$57.1M |
| 2 |
Fiserv
FI
|
$56.3M |
| 3 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
$31M |
| 4 |
W.W. Grainger
GWW
|
$20.3M |
| 5 |
Ambev
ABEV
|
$9.84M |
Top Sells
| 1 |
Ovintiv
OVV
|
$11.8M |
| 2 |
ABV
COMPANHIA BEBIDA ADS EACH REPSTG 1 PFD SH
ABV
|
$10.5M |
| 3 |
Align Technology
ALGN
|
$9.82M |
| 4 |
Cabot Corp
CBT
|
$8.56M |
| 5 |
Procter & Gamble
PG
|
$4.54M |
Sector Composition
| 1 | Technology | 25.13% |
| 2 | Consumer Staples | 14.87% |
| 3 | Industrials | 12.99% |
| 4 | Healthcare | 12.98% |
| 5 | Consumer Discretionary | 9.24% |
