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
51
$18M 0.45%
166,511
+11,957
52
$16.9M 0.43%
375,493
-2,225
53
$16.6M 0.42%
228,310
-2,180
54
$16.6M 0.42%
215,550
+10,740
55
$15.3M 0.39%
674,529
+11,557
56
$14.1M 0.36%
166,307
+915
57
$14M 0.35%
947,976
-400,536
58
$13.9M 0.35%
267,774
+1,480
59
$13.6M 0.34%
145,575
-4,293
60
$13.6M 0.34%
361,261
-8,104
61
$13.3M 0.34%
116,928
-467
62
$12.6M 0.32%
225,660
+2,860
63
$12.2M 0.31%
300,064
-42,938
64
$12M 0.3%
339,298
-1,055
65
$12M 0.3%
114,752
+5,469
66
$11.7M 0.3%
132,804
-45
67
$10.3M 0.26%
328,592
-23,373
68
$10.2M 0.26%
193,096
-930
69
$9.72M 0.25%
207,766
-75,045
70
$9.48M 0.24%
174,477
+13,775
71
$8.91M 0.22%
88,820
-1,075
72
$8.77M 0.22%
180,842
-1,290
73
$8.28M 0.21%
60,056
-1,659
74
$8.26M 0.21%
74,746
+1,205
75
$8.04M 0.2%
173,589
1 2
3
4 5