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
101
$3.28M 0.08%
119,586
-8,064
102
$3.26M 0.08%
28,675
-440
103
$2.94M 0.07%
89,019
-611
104
$2.88M 0.07%
50,496
+1,195
105
$2.83M 0.07%
24,396
106
$2.66M 0.07%
41,462
+1,000
107
$2.44M 0.06%
131,120
+38,300
108
$2.33M 0.06%
11,271
+936
109
$2.21M 0.06%
18,002
110
$2.07M 0.05%
27,869
+10
111
$2.07M 0.05%
21,470
112
$2.06M 0.05%
100,732
113
$2.02M 0.05%
26,200
114
$1.98M 0.05%
23,695
+140
115
$1.97M 0.05%
35,376
+9,762
116
$1.89M 0.05%
24,180
-11,098
117
$1.77M 0.04%
29,756
118
$1.73M 0.04%
22,148
+5,000
119
$1.7M 0.04%
12,641
+11,310
120
$1.66M 0.04%
14,759
-75
121
$1.64M 0.04%
11,728
+54
122
$1.61M 0.04%
13,925
+700
123
$1.61M 0.04%
8,216
-775
124
$1.6M 0.04%
19,539
+3,485
125
$1.59M 0.04%
16,792
+12,570
3 4
5
6 7