LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+3.1%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$3.7B
AUM Growth
+$36.9M
(+1%)
Cap. Flow
-$51.7M
Cap. Flow
% of AUM
-1.4%
Top 10 Holdings %
Top 10 Hldgs %
32.88%
Holding
661
New
37
Increased
95
Reduced
157
Closed
37
Top Buys
| 1 |
CELG
Celgene Corp
CELG
|
+$22.5M |
| 2 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
+$18.8M |
| 3 |
Johnson Controls International
JCI
|
+$10.8M |
| 4 |
Starbucks
SBUX
|
+$7.25M |
| 5 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
+$4.2M |
Top Sells
| 1 |
LLTC
Linear Technology Corp
LLTC
|
+$29.2M |
| 2 |
ABB
ABB Ltd.
ABB
|
+$21.7M |
| 3 |
Procter & Gamble
PG
|
+$9.21M |
| 4 |
McDonald's
MCD
|
+$7.36M |
| 5 |
EOG Resources
EOG
|
+$6.74M |
Sector Composition
| 1 | Technology | 23.37% |
| 2 | Healthcare | 14.81% |
| 3 | Consumer Staples | 14.51% |
| 4 | Industrials | 13.6% |
| 5 | Consumer Discretionary | 8.07% |
