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
76
$7.53M 0.19%
54,444
-1,728
77
$7.48M 0.19%
101,694
-137
78
$7.42M 0.19%
119,117
+1,630
79
$7.19M 0.18%
73,985
-1,185
80
$6.91M 0.17%
65,848
+1,000
81
$6.4M 0.16%
671,363
-27,775
82
$6.04M 0.15%
42,975
+1,370
83
$5.8M 0.15%
124,130
-331,340
84
$5.67M 0.14%
36,983
-7,322
85
$5.5M 0.14%
93,953
+4,285
86
$5.38M 0.14%
51,498
-200
87
$4.93M 0.12%
476,436
+5,820
88
$4.82M 0.12%
87,901
-2,258
89
$4.72M 0.12%
819,189
-23,840
90
$4.55M 0.11%
91,785
-205
91
$4.16M 0.1%
76,470
+80
92
$4.15M 0.1%
61,099
-24
93
$4.11M 0.1%
64,225
+44,255
94
$4.07M 0.1%
67,123
-2,050
95
$3.96M 0.1%
70,050
-250
96
$3.92M 0.1%
101,712
-11,710
97
$3.84M 0.1%
139,611
-12,308
98
$3.78M 0.1%
70,334
99
$3.48M 0.09%
8,254
-125
100
$3.32M 0.08%
32,220
+20
2 3
4
5 6