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LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$10.3B
1-Year Est. Return
3.26%
This Fund
S&P 500
This Quarter
Est. Return
+0.99%
1 Year Est. Return
+3.26%
3 Year Est. Return
+43.63%
5 Year Est. Return
+56.22%
10 Year Est. Return
+342.64%
AUM
$3.2B
AUM Growth
–
Cap. Flow
+$3.21B
Cap. Flow
% of AUM
100.61%
Top 10 Holdings %
Top 10 Hldgs %
31.72%
Holding
610
New
603
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TJX Companies
TJX
|
+$125M |
| 2 |
Mastercard
MA
|
+$123M |
| 3 |
Automatic Data Processing
ADP
|
+$110M |
| 4 |
Qualcomm
QCOM
|
+$104M |
| 5 |
Stryker
SYK
|
+$97.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.43% |
| 2 | Consumer Staples | 15.99% |
| 3 | Healthcare | 13.4% |
| 4 | Industrials | 11.5% |
| 5 | Consumer Discretionary | 9.04% |
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RI
HRCM
HI
MF
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URS
Loring Wolcott & Coolidge Fiduciary Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Loring Wolcott & Coolidge Fiduciary Advisors, which disclosed 610 positions worth $3.2B. Its ten largest holdings account for 32% of the portfolio.
Its largest position is TJX Companies: 5,074,346 shares worth $127M.
By sector, the portfolio is most concentrated in Technology at 23% of assets, followed by Consumer Staples and Healthcare.
- Loring Wolcott & Coolidge Fiduciary Advisors's largest Q2 2013 buy was TJX Companies: 5,074,346 shares worth $127M.
- Loring Wolcott & Coolidge Fiduciary Advisors's ten largest holdings make up 32% of its $3.2B portfolio in Q2 2013.
- Loring Wolcott & Coolidge Fiduciary Advisors disclosed 610 positions in Q2 2013, its first 13F filing on record.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2013, filed 12 Aug 2013.