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
601
$4K ﹤0.01%
500
602
$3K ﹤0.01%
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603
$3K ﹤0.01%
150
604
$3K ﹤0.01%
25
605
$2K ﹤0.01%
80
606
$2K ﹤0.01%
172
607
$2K ﹤0.01%
66
608
$2K ﹤0.01%
43
609
$2K ﹤0.01%
138
610
$2K ﹤0.01%
58
611
$2K ﹤0.01%
125
612
$2K ﹤0.01%
40
613
$2K ﹤0.01%
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614
$2K ﹤0.01%
36
615
$1K ﹤0.01%
43
616
$1K ﹤0.01%
+41
617
$1K ﹤0.01%
41
618
– –
0
619
$0 ﹤0.01%
+20
620
– –
-179
621
– –
-140
622
– –
-1,200
623
– –
-500
624
– –
-500
625
– –
-5,000
23 24
25
26 27