LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
-0.04%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$3.92B
AUM Growth
-$43.9M
(-1.1%)
Cap. Flow
-$21.1M
Cap. Flow
% of AUM
-0.54%
Top 10 Holdings %
Top 10 Hldgs %
33.74%
Holding
650
New
23
Increased
56
Reduced
174
Closed
32
Top Buys
| 1 |
American Tower
AMT
|
+$16.9M |
| 2 |
Gilead Sciences
GILD
|
+$15.7M |
| 3 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
+$15.4M |
| 4 |
Danaher
DHR
|
+$9.7M |
| 5 |
Idexx Laboratories
IDXX
|
+$5.44M |
Top Sells
| 1 |
Qualcomm
QCOM
|
+$30.8M |
| 2 |
Deere & Co
DE
|
+$13.1M |
| 3 |
W.W. Grainger
GWW
|
+$4.32M |
| 4 |
McDonald's
MCD
|
+$3.56M |
| 5 |
CDK
CDK Global, Inc.
CDK
|
+$3.34M |
Sector Composition
| 1 | Technology | 21.26% |
| 2 | Healthcare | 17.49% |
| 3 | Consumer Staples | 13.35% |
| 4 | Industrials | 11.61% |
| 5 | Consumer Discretionary | 9.22% |
