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
$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
1
$186M 4.7%
2,154,688
-908
2
$179M 4.51%
5,102,724
-50,834
3
$147M 3.7%
3,699,460
-41,914
4
$131M 3.31%
1,964,539
-3,760
5
$128M 3.22%
1,490,703
-21,503
6
$125M 3.16%
1,290,197
-11,829
7
$120M 3.03%
2,811,060
-22,840
8
$119M 2.99%
1,286,751
-1,515
9
$108M 2.72%
1,552,643
+19,971
10
$101M 2.55%
1,459,948
-157,961
11
$96.3M 2.43%
1,688,255
+1,841
12
$93.6M 2.36%
3,507,280
-17,224
13
$92.4M 2.33%
1,253,084
+3,262
14
$89.1M 2.25%
1,047,767
-9,480
15
$84.1M 2.12%
917,554
+4,025
16
$81.4M 2.05%
1,304,831
+46,792
17
$78M 1.97%
1,869,375
+24,626
18
$77.1M 1.95%
638,819
+3,383
19
$70.6M 1.78%
749,602
+256,549
20
$69.5M 1.75%
848,247
-13,968
21
$68.4M 1.73%
1,476,326
+4,623
22
$67.6M 1.7%
586,102
+22,806
23
$65.2M 1.64%
2,096,160
+28,040
24
$65M 1.64%
645,818
-11,545
25
$64.7M 1.63%
1,366,534
+12,902
1
2 3 4 5