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
176
$723K 0.02%
42,485
+27,100
177
$712K 0.02%
12,070
+170
178
$696K 0.02%
6,994
179
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19,327
180
$684K 0.02%
16,505
-32,996
181
$680K 0.02%
11,475
+735
182
$678K 0.02%
20,884
183
$674K 0.02%
16,000
184
$673K 0.02%
18,088
-276
185
$672K 0.02%
27,500
186
$655K 0.02%
15,009
187
$636K 0.02%
13,000
+3,000
188
$636K 0.02%
14,641
189
$634K 0.02%
41,215
-25
190
$617K 0.02%
5,410
191
$611K 0.02%
11,541
-1,000
192
$598K 0.02%
10,605
193
$593K 0.02%
+41,785
194
$592K 0.01%
16,400
-150
195
$563K 0.01%
10,462
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196
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11,544
+2,000
197
$558K 0.01%
6,795
+140
198
$548K 0.01%
3,308
-1,440
199
$544K 0.01%
6,007
-630
200
$541K 0.01%
10,700
6 7
8
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