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
576
$8K ﹤0.01%
200
577
$8K ﹤0.01%
100
578
$8K ﹤0.01%
70
579
$8K ﹤0.01%
10,000
-2,573
580
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200
-2
581
$7K ﹤0.01%
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582
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100
583
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584
$6K ﹤0.01%
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585
$6K ﹤0.01%
650
586
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587
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588
$6K ﹤0.01%
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589
$5K ﹤0.01%
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590
$5K ﹤0.01%
200
591
$5K ﹤0.01%
150
592
$5K ﹤0.01%
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593
$5K ﹤0.01%
100
-200
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$5K ﹤0.01%
3
595
$5K ﹤0.01%
+200
596
$5K ﹤0.01%
2,000
597
$4K ﹤0.01%
697
-1
598
$4K ﹤0.01%
100
599
$4K ﹤0.01%
300
600
$4K ﹤0.01%
1,000
22 23
24
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