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
101
$3.44M 0.07%
34,236
-17,065
102
$3.04M 0.06%
67,128
-11,323
103
$2.95M 0.06%
58,658
+1,549
104
$2.88M 0.06%
108,066
-600
105
$2.75M 0.05%
18,777
-120
106
$2.63M 0.05%
245,268
-7,316
107
$2.58M 0.05%
22,935
+56
108
$2.46M 0.05%
8,512
+28
109
$2.36M 0.05%
17,082
-1,480
110
$2.33M 0.05%
74,054
-12,785
111
$2.31M 0.05%
37,880
112
$2.3M 0.05%
21,550
113
$2.16M 0.04%
27,379
-4,012
114
$2.15M 0.04%
8,877
+190
115
$2.11M 0.04%
188,200
-53,075
116
$2.1M 0.04%
44,168
+132
117
$2.04M 0.04%
15,869
-19,042
118
$2.02M 0.04%
31,034
+403
119
$2M 0.04%
49,472
-257
120
$1.99M 0.04%
35,015
121
$1.88M 0.04%
929
122
$1.84M 0.04%
32,582
+3,023
123
$1.81M 0.04%
13,225
124
$1.77M 0.04%
56,047
+500
125
$1.74M 0.03%
11,372
-335
3 4
5
6 7