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
1
$276M 5.49%
2,161,427
-32,658
2
$194M 3.85%
3,017,538
-106,828
3
$193M 3.83%
1,309,678
-17,861
4
$185M 3.68%
1,358,504
-3,223
5
$179M 3.56%
5,102,690
-71,478
6
$174M 3.45%
1,460,891
-65,989
7
$166M 3.3%
1,208,810
-33,545
8
$164M 3.25%
2,071,608
-34,869
9
$147M 2.93%
2,039,871
+164,890
10
$138M 2.74%
1,017,180
+73,107
11
$127M 2.53%
2,389,825
-95,668
12
$121M 2.41%
1,748,049
-12,941
13
$111M 2.2%
1,524,559
+24,955
14
$111M 2.2%
1,532,292
-34,701
15
$109M 2.17%
1,147,081
+50,562
16
$107M 2.13%
1,883,007
-91,890
17
$106M 2.11%
2,250,760
+110,220
18
$103M 2.04%
2,091,461
-35,783
19
$99.7M 1.98%
917,182
+170,819
20
$95.9M 1.9%
1,775,724
-3,130
21
$81.3M 1.62%
1,089,263
-100,950
22
$79.6M 1.58%
2,141,540
-59,300
23
$79.3M 1.58%
597,442
-3,332
24
$77.9M 1.55%
972,743
-27,218
25
$75.2M 1.49%
1,387,345
+219,638
1
2 3 4 5