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
151
$1.07M 0.03%
33,365
-115,774
152
$1.07M 0.03%
16,581
-1,845
153
$1.04M 0.03%
18,570
154
$1.02M 0.03%
10,056
155
$1.01M 0.03%
41,104
-854
156
$1.01M 0.03%
5,000
157
$1M 0.03%
18,155
158
$979K 0.02%
60,680
-2,500
159
$954K 0.02%
36,798
+35,250
160
$948K 0.02%
89,225
+1,150
161
$940K 0.02%
9,925
+9,750
162
$915K 0.02%
+8,040
163
$901K 0.02%
18,024
-4,513
164
$897K 0.02%
8,050
165
$847K 0.02%
4,063
+1,375
166
$837K 0.02%
58,050
-2,250
167
$834K 0.02%
13,824
+2,000
168
$802K 0.02%
+9,900
169
$798K 0.02%
5,265
+470
170
$772K 0.02%
12,256
171
$752K 0.02%
6,330
+1,000
172
$747K 0.02%
27,465
173
$737K 0.02%
19,533
+10,000
174
$737K 0.02%
2,477
+2,268
175
$734K 0.02%
12,964
-417
5 6
7
8 9