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
76
$7.92M 0.16%
113,281
+1,474
77
$7.47M 0.15%
97,882
-4,940
78
$7.45M 0.15%
209,898
-5,009
79
$7.33M 0.15%
187,089
-13,170
80
$7.24M 0.14%
66,272
-3,022
81
$7.21M 0.14%
121,332
-350
82
$7.17M 0.14%
55,091
-150,599
83
$6.74M 0.13%
159,097
-3,864
84
$6.27M 0.12%
126,900
+1,700
85
$6.22M 0.12%
31,642
-241
86
$6M 0.12%
98,495
-1,117
87
$5.77M 0.11%
139,200
-614
88
$5.32M 0.11%
57,978
-31
89
$5.2M 0.1%
35,520
+12,130
90
$4.9M 0.1%
84,694
-4,893
91
$4.48M 0.09%
+26,054
92
$4.45M 0.09%
75,940
-17,590
93
$4.35M 0.09%
78,115
-8,432
94
$4.07M 0.08%
175,890
-29,988
95
$4M 0.08%
48,600
-789
96
$3.96M 0.08%
51,092
+27,045
97
$3.9M 0.08%
123,864
-6,065
98
$3.69M 0.07%
109,524
+72
99
$3.69M 0.07%
22,341
-1,030
100
$3.67M 0.07%
67,967
-237
2 3
4
5 6