LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings
AUM
$11.3B
This Quarter Return
+4.47%
1 Year Return
+14.72%
3 Year Return
+73.17%
5 Year Return
+113.06%
10 Year Return
+348.26%
AUM
$5.03B
AUM Growth
+$5.03B
(+5.2%)
Cap. Flow
-$54.4M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
36.08%
Holding
681
New
58
Increased
84
Reduced
169
Closed
31
Top Buys
| 1 |
WEX
WEX
|
$18.6M |
| 2 |
Danaher
DHR
|
$11.9M |
| 3 |
Fortive
FTV
|
$11.9M |
| 4 |
Walt Disney
DIS
|
$10.8M |
| 5 |
CELG
Celgene Corp
CELG
|
$9.9M |
Top Sells
| 1 |
PNRA
Panera Bread Co
PNRA
|
$37.3M |
| 2 |
PX
Praxair Inc
PX
|
$19.6M |
| 3 |
Gilead Sciences
GILD
|
$8.43M |
| 4 |
Novo Nordisk
NVO
|
$7.96M |
| 5 |
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% |
