LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+2.6%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$4.37B
AUM Growth
+$20.7M
(+0.48%)
Cap. Flow
-$38.9M
Cap. Flow
% of AUM
-0.89%
Top 10 Holdings %
Top 10 Hldgs %
34.75%
Holding
671
New
29
Increased
74
Reduced
173
Closed
54
Top Buys
| 1 |
Fortive
FTV
|
$42.1M |
| 2 |
NXP Semiconductors
NXPI
|
$31.6M |
| 3 |
CVS Health
CVS
|
$10.3M |
| 4 |
Gilead Sciences
GILD
|
$6.78M |
| 5 |
American Tower
AMT
|
$6.04M |
Top Sells
| 1 |
ARMH
ARM HOLDINGS PLC ADS
ARMH
|
$86.6M |
| 2 |
Danaher
DHR
|
$36.5M |
| 3 |
Factset
FDS
|
$18.9M |
| 4 |
Fiserv
FI
|
$4.67M |
| 5 |
Church & Dwight Co
CHD
|
$3.04M |
Sector Composition
| 1 | Technology | 21.62% |
| 2 | Healthcare | 18.51% |
| 3 | Consumer Staples | 13.66% |
| 4 | Consumer Discretionary | 9.87% |
| 5 | Industrials | 9.71% |
