LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.03B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
681
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$11.9M
3
+$11.9M
4
DIS icon
Walt Disney
DIS
+$10.8M
5
CELG
Celgene Corp
CELG
+$9.9M

Top Sells

1
+$37.3M
2
+$19.6M
3
+$8.43M
4
NVO icon
Novo Nordisk
NVO
+$7.96M
5
ADP icon
Automatic Data Processing
ADP
+$7.85M

Sector Composition

1 Technology 24.49%
2 Healthcare 18.42%
3 Consumer Staples 12.37%
4 Industrials 9.23%
5 Financials 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22.8M 0.45%
212,893
-1,040
52
$22.4M 0.44%
574,545
+102,814
53
$20.5M 0.41%
377,593
54
$18.3M 0.36%
142,303
-475
55
$16.7M 0.33%
111,700
-617
56
$16M 0.32%
268,962
-42,790
57
$15.6M 0.31%
405,620
-13,745
58
$15.2M 0.3%
163,045
-912
59
$15M 0.3%
86,228
+20,408
60
$13.9M 0.28%
97,548
-7,180
61
$13.2M 0.26%
250,944
-20,688
62
$13M 0.26%
235,787
-690
63
$12.8M 0.25%
158,112
-20,508
64
$12.2M 0.24%
230,156
-9,095
65
$11.8M 0.23%
70,334
66
$11.5M 0.23%
308,124
-795
67
$11.4M 0.23%
249,741
-9,674
68
$11.2M 0.22%
55,072
+4,524
69
$11.1M 0.22%
265,445
-32,202
70
$10.7M 0.21%
368,017
-7,395
71
$10.5M 0.21%
104,191
+2,759
72
$9.41M 0.19%
55,937
-1,501
73
$8.44M 0.17%
64,651
-7,235
74
$8.4M 0.17%
59,701
-1,384
75
$8.03M 0.16%
106,494
+6,676
1 2
3
4 5