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
201
$540K 0.01%
41,500
+2,250
202
$539K 0.01%
16,000
+1,000
203
$539K 0.01%
15,915
+100
204
$525K 0.01%
6,180
-27,081
205
$513K 0.01%
6,518
-450
206
$509K 0.01%
20,980
207
$507K 0.01%
7,928
208
$507K 0.01%
6,125
209
$504K 0.01%
14,000
210
$500K 0.01%
10,450
+450
211
$496K 0.01%
90,487
212
$490K 0.01%
12,000
213
$482K 0.01%
11,162
-500
214
$469K 0.01%
5,200
-3,000
215
$467K 0.01%
20,515
216
$454K 0.01%
11,545
217
$452K 0.01%
6,793
218
$447K 0.01%
4,095
-307
219
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+6,320
220
$438K 0.01%
5,051
-225
221
$426K 0.01%
3,980
222
$425K 0.01%
20,000
+5,000
223
$417K 0.01%
+19,000
224
$416K 0.01%
33,154
225
$407K 0.01%
4,525
7 8
9
10 11