LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+5.61%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$6.87B
AUM Growth
+$293M
(+4.5%)
Cap. Flow
-$24.8M
Cap. Flow
% of AUM
-0.36%
Top 10 Holdings %
Top 10 Hldgs %
41.13%
Holding
789
New
49
Increased
119
Reduced
169
Closed
61
Top Buys
| 1 |
Amazon
AMZN
|
+$36.9M |
| 2 |
Becton Dickinson
BDX
|
+$23.4M |
| 3 |
Walt Disney
DIS
|
+$15.1M |
| 4 |
Salesforce
CRM
|
+$12.9M |
| 5 |
Procter & Gamble
PG
|
+$12.6M |
Top Sells
| 1 |
Cognizant
CTSH
|
+$26.5M |
| 2 |
CELG
Celgene Corp
CELG
|
+$24.6M |
| 3 |
Mastercard
MA
|
+$14.3M |
| 4 |
Meta Platforms (Facebook)
META
|
+$12.8M |
| 5 |
Colgate-Palmolive
CL
|
+$12.4M |
Sector Composition
| 1 | Technology | 31.84% |
| 2 | Healthcare | 16.83% |
| 3 | Financials | 11.71% |
| 4 | Consumer Discretionary | 10.58% |
| 5 | Consumer Staples | 7.22% |
