LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
This Quarter Return
-5.75%
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
+$3.92B
(0%)
Cap. Flow
+$0
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
33.74%
Holding
618
New
–
Increased
–
Reduced
–
Closed
–
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 21.26% |
| 2 | Healthcare | 17.49% |
| 3 | Consumer Staples | 13.35% |
| 4 | Industrials | 11.61% |
| 5 | Consumer Discretionary | 9.22% |
