LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11B
1-Year Est. Return 11.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.57%
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
+$26.8M
2
+$24.9M
3
+$9.48M
4
CTSH icon
Cognizant
CTSH
+$2.76M
5
CELG
Celgene Corp
CELG
+$2.73M

Top Sells

1
+$15.1M
2
+$11.1M
3
+$5.85M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$5.69M
5
MCD icon
McDonald's
MCD
+$3.83M

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
501
$21K ﹤0.01%
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502
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503
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504
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500
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505
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1,335
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511
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512
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128
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514
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1,150
515
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300
516
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200
517
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1,666
518
$17K ﹤0.01%
843
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520
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521
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250
522
$16K ﹤0.01%
408
523
$16K ﹤0.01%
600
524
$16K ﹤0.01%
270
525
$16K ﹤0.01%
975
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