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
$3.96B
AUM Growth
+$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
670
New
Increased
Reduced
Closed

Top Buys

1
+$25.9M
2
+$24.2M
3
+$9.4M
4
CTSH icon
Cognizant
CTSH
+$2.92M
5
HAIN icon
Hain Celestial
HAIN
+$2.83M

Top Sells

1
+$15.5M
2
+$11M
3
+$5.9M
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$5.55M
5
MCD icon
McDonald's
MCD
+$3.94M

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
551
$11K ﹤0.01%
1,195
552
$11K ﹤0.01%
54
553
$11K ﹤0.01%
500
554
$11K ﹤0.01%
200
555
$11K ﹤0.01%
924
556
$11K ﹤0.01%
445
557
$11K ﹤0.01%
100
558
$11K ﹤0.01%
1,000
559
$10K ﹤0.01%
198
-18
560
$10K ﹤0.01%
225
561
$10K ﹤0.01%
250
562
$10K ﹤0.01%
2,500
563
$10K ﹤0.01%
300
564
$10K ﹤0.01%
100
565
$10K ﹤0.01%
350
566
$9K ﹤0.01%
1,000
567
$9K ﹤0.01%
50
568
$9K ﹤0.01%
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569
$9K ﹤0.01%
130
570
$9K ﹤0.01%
250
571
$9K ﹤0.01%
191
572
$8K ﹤0.01%
150
573
$8K ﹤0.01%
145
574
$8K ﹤0.01%
700
575
$8K ﹤0.01%
100
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