LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
This Quarter Return
-15.25%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$8.14B
AUM Growth
+$8.14B
(-17%)
Cap. Flow
+$177M
Cap. Flow
% of AUM
2.17%
Top 10 Holdings %
Top 10 Hldgs %
44.86%
Holding
699
New
54
Increased
155
Reduced
175
Closed
51
Top Buys
| 1 |
Align Technology
ALGN
|
$23.2M |
| 2 |
Generac Holdings
GNRC
|
$4.97M |
| 3 |
Costco
COST
|
$4.83M |
| 4 |
O'Reilly Automotive
ORLY
|
$4.36M |
| 5 |
WEX
WEX
|
$4.04M |
Top Sells
| 1 |
Starbucks
SBUX
|
$17.4M |
| 2 |
Ecolab
ECL
|
$14.5M |
| 3 |
HDFC Bank
HDB
|
$7.54M |
| 4 |
Hannon Armstrong Sustainable Infrastructure Capital
HASI
|
$6M |
| 5 |
Walt Disney
DIS
|
$5.53M |
Sector Composition
| 1 | Technology | 33.71% |
| 2 | Healthcare | 20.48% |
| 3 | Financials | 11.22% |
| 4 | Consumer Discretionary | 9.54% |
| 5 | Communication Services | 6.96% |
