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
126
$1.67M 0.03%
24,401
-1,600
127
$1.67M 0.03%
112,212
128
$1.66M 0.03%
26,523
+363
129
$1.59M 0.03%
17,460
-310
130
$1.58M 0.03%
6
131
$1.55M 0.03%
6,300
-704
132
$1.49M 0.03%
22,719
-403
133
$1.46M 0.03%
21,739
-94
134
$1.41M 0.03%
18,577
+8,334
135
$1.38M 0.03%
23,640
136
$1.34M 0.03%
28,674
+1,150
137
$1.32M 0.03%
11,292
138
$1.31M 0.03%
44,357
-185
139
$1.3M 0.03%
13,940
140
$1.28M 0.03%
18,839
141
$1.26M 0.03%
16,180
-1,475
142
$1.25M 0.02%
5,985
-25
143
$1.22M 0.02%
10,125
-930
144
$1.22M 0.02%
8,522
145
$1.2M 0.02%
14,072
146
$1.15M 0.02%
7,270
-60
147
$1.15M 0.02%
21,955
148
$1.12M 0.02%
17,113
-570
149
$1.11M 0.02%
6,448
-72
150
$1.1M 0.02%
27,500
4 5
6
7 8