LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
1-Year Return
14.72%
This Quarter Return
+5.84%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$5.45B
AUM Growth
+$268M
(+5.2%)
Cap. Flow
+$1.21M
Cap. Flow
% of AUM
0.02%
Top 10 Holdings %
Top 10 Hldgs %
35.74%
Holding
946
New
25
Increased
88
Reduced
167
Closed
176
Top Buys
| 1 |
Analog Devices
ADI
|
$21.2M |
| 2 |
CELG
Celgene Corp
CELG
|
$8.04M |
| 3 |
Booking.com
BKNG
|
$6.93M |
| 4 |
Adobe
ADBE
|
$3.69M |
| 5 |
Acuity Brands
AYI
|
$3.59M |
Top Sells
| 1 |
DISCA
Discovery, Inc. Series A Common Stock
DISCA
|
$9.56M |
| 2 |
RTX Corp
RTX
|
$7.42M |
| 3 |
United Natural Foods
UNFI
|
$4.65M |
| 4 |
Mastercard
MA
|
$4.59M |
| 5 |
Gilead Sciences
GILD
|
$4.08M |
Sector Composition
| 1 | Technology | 25.73% |
| 2 | Healthcare | 17.8% |
| 3 | Consumer Staples | 10.65% |
| 4 | Financials | 9.43% |
| 5 | Consumer Discretionary | 9.09% |
