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
201
$441K 0.01%
1,375
+100
202
$437K 0.01%
2,000
203
$428K 0.01%
2,580
-100
204
$420K 0.01%
19,455
+1,050
205
$416K 0.01%
3,232
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206
$416K 0.01%
10,480
-165
207
$412K 0.01%
1,775
208
$407K 0.01%
3,688
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209
$406K 0.01%
6,200
210
$397K 0.01%
12,500
211
$394K 0.01%
5,110
212
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3,155
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213
$383K 0.01%
10,000
214
$377K 0.01%
2,666
215
$364K 0.01%
4,400
-200
216
$351K 0.01%
7,090
+525
217
$351K 0.01%
3,401
218
$336K 0.01%
7,363
219
$334K 0.01%
24,622
-7,547
220
$330K 0.01%
1,815
221
$328K 0.01%
12,313
222
$328K 0.01%
2,966
-450
223
$328K 0.01%
2,010
224
$325K 0.01%
2,469
-130
225
$323K 0.01%
6,625
+2,000
7 8
9
10 11