LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
-12.07%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$5.53B
AUM Growth
-$788M
(-12%)
Cap. Flow
+$55.4M
Cap. Flow
% of AUM
1%
Top 10 Holdings %
Top 10 Hldgs %
38.69%
Holding
757
New
85
Increased
147
Reduced
143
Closed
33
Top Buys
| 1 |
Salesforce
CRM
|
+$23.7M |
| 2 |
NXP Semiconductors
NXPI
|
+$19.1M |
| 3 |
HDFC Bank
HDB
|
+$18.6M |
| 4 |
Amazon
AMZN
|
+$13M |
| 5 |
Becton Dickinson
BDX
|
+$12.2M |
Top Sells
| 1 |
CELG
Celgene Corp
CELG
|
+$14.8M |
| 2 |
Colgate-Palmolive
CL
|
+$13.3M |
| 3 |
Johnson Controls International
JCI
|
+$9.62M |
| 4 |
RTX Corp
RTX
|
+$5.62M |
| 5 |
TJX Companies
TJX
|
+$5.11M |
Sector Composition
| 1 | Technology | 29.63% |
| 2 | Healthcare | 18.25% |
| 3 | Financials | 10.8% |
| 4 | Consumer Discretionary | 9.75% |
| 5 | Consumer Staples | 8.24% |
