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
$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
476
$25K ﹤0.01%
435
-1,100
477
$25K ﹤0.01%
10,000
478
$24K ﹤0.01%
500
479
$24K ﹤0.01%
180
480
$23K ﹤0.01%
500
481
$23K ﹤0.01%
110
+10
482
$23K ﹤0.01%
720
-130
483
$23K ﹤0.01%
102
-300
484
$22K ﹤0.01%
360
485
$22K ﹤0.01%
198
486
$21K ﹤0.01%
625
487
$21K ﹤0.01%
175
488
$21K ﹤0.01%
490
+72
489
$20K ﹤0.01%
373
490
$20K ﹤0.01%
250
491
$20K ﹤0.01%
200
492
$19K ﹤0.01%
500
493
$19K ﹤0.01%
1,058
494
$19K ﹤0.01%
100
495
$19K ﹤0.01%
480
496
$19K ﹤0.01%
1,770
497
$19K ﹤0.01%
500
498
$19K ﹤0.01%
2,204
499
$19K ﹤0.01%
740
500
$18K ﹤0.01%
350
18 19
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