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
476
$33K ﹤0.01%
1,444
477
$33K ﹤0.01%
5,475
478
$33K ﹤0.01%
1,000
479
$32K ﹤0.01%
291
480
$32K ﹤0.01%
708
-202
481
$32K ﹤0.01%
600
+300
482
$32K ﹤0.01%
750
483
$32K ﹤0.01%
+800
484
$31K ﹤0.01%
666
485
$31K ﹤0.01%
655
486
$30K ﹤0.01%
1,069
487
$30K ﹤0.01%
1,000
488
$30K ﹤0.01%
+5,000
489
$30K ﹤0.01%
586
+521
490
$29K ﹤0.01%
635
491
$29K ﹤0.01%
3,600
492
$28K ﹤0.01%
342
493
$27K ﹤0.01%
510
-1,495
494
$27K ﹤0.01%
1,936
495
$26K ﹤0.01%
+1,400
496
$25K ﹤0.01%
265
497
$25K ﹤0.01%
510
498
$23K ﹤0.01%
600
499
$23K ﹤0.01%
500
+250
500
$22K ﹤0.01%
35,375
18 19
20
21 22