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
501
$18K ﹤0.01%
538
502
$18K ﹤0.01%
270
503
$18K ﹤0.01%
159
-144
504
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240
+32
505
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705
-390
506
$17K ﹤0.01%
1,166
507
$17K ﹤0.01%
300
508
$17K ﹤0.01%
1,300
509
$17K ﹤0.01%
298
510
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1,000
-1,000
511
$17K ﹤0.01%
265
512
$16K ﹤0.01%
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513
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318
514
$16K ﹤0.01%
352
515
$16K ﹤0.01%
600
516
$16K ﹤0.01%
160
517
$15K ﹤0.01%
843
518
$15K ﹤0.01%
250
519
$15K ﹤0.01%
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520
$15K ﹤0.01%
100
521
$15K ﹤0.01%
600
522
$15K ﹤0.01%
800
523
$14K ﹤0.01%
450
524
$14K ﹤0.01%
572
525
$14K ﹤0.01%
200
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