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
126
$1.58M 0.04%
9,918
+545
127
$1.58M 0.04%
15,110
-1,055
128
$1.55M 0.04%
54,758
-1,450
129
$1.54M 0.04%
38,368
-200
130
$1.52M 0.04%
7
131
$1.52M 0.04%
14,425
132
$1.52M 0.04%
35,500
+8,295
133
$1.5M 0.04%
28,840
134
$1.47M 0.04%
18,775
135
$1.45M 0.04%
22,327
136
$1.45M 0.04%
+8,002
137
$1.45M 0.04%
25,758
+15,516
138
$1.44M 0.04%
5,380
139
$1.43M 0.04%
34,064
-200
140
$1.33M 0.03%
8,050
141
$1.33M 0.03%
31,810
142
$1.3M 0.03%
25,996
-1,550
143
$1.24M 0.03%
27,770
144
$1.21M 0.03%
22,100
-250
145
$1.15M 0.03%
15,600
-200
146
$1.15M 0.03%
39,647
147
$1.13M 0.03%
112,212
-12,626
148
$1.11M 0.03%
7,416
149
$1.1M 0.03%
11,313
-565
150
$1.08M 0.03%
929
4 5
6
7 8