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
151
– –
0
152
$1.06M 0.02%
10,935
153
$1.05M 0.02%
172,793
-2,062
154
$997K 0.02%
41,333
+600
155
$995K 0.02%
11,367
156
$920K 0.02%
7,050
+96
157
$913K 0.02%
19,587
158
$878K 0.02%
2,740
159
$873K 0.02%
5,165
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160
$831K 0.02%
15,739
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161
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39,739
162
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16,798
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14,072
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164
$761K 0.02%
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165
$753K 0.02%
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166
$742K 0.01%
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167
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168
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170
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172
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8,275
173
$667K 0.01%
3,990
174
$659K 0.01%
8,894
175
$653K 0.01%
47,925
-9,750
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