LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
-5.75%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$3.92B
AUM Growth
+$0
(0%)
Cap. Flow
-$2.96M
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
33.74%
Holding
618
New
–
Increased
–
Reduced
11
Closed
–
Top Buys
No buys this quarter
Top Sells
| 1 |
eBay
EBAY
|
$725K |
| 2 |
Netflix
NFLX
|
$510K |
| 3 |
Baxter International
BAX
|
$501K |
| 4 |
AIG.WS
American International Group, Inc.
AIG.WS
|
$292K |
| 5 |
Energy Transfer Partners
ET
|
$205K |
Sector Composition
| 1 | Technology | 21.26% |
| 2 | Healthcare | 17.49% |
| 3 | Consumer Staples | 13.35% |
| 4 | Industrials | 11.61% |
| 5 | Consumer Discretionary | 9.22% |
