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
$3.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$127M
3
+$111M
4
QCOM icon
Qualcomm
QCOM
+$99.6M
5
SYK icon
Stryker
SYK
+$94.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.43%
2 Consumer Staples 15.99%
3 Healthcare 13.4%
4 Industrials 11.5%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$252K 0.01%
+2,600
227
$251K 0.01%
+15,821
228
$235K 0.01%
+2,145
229
$227K 0.01%
+31,150
230
$224K 0.01%
+9,000
231
$223K 0.01%
+3,612
232
$221K 0.01%
+3,345
233
$219K 0.01%
+10,736
234
$217K 0.01%
+6,700
235
$213K 0.01%
+2,483
236
$213K 0.01%
+9,000
237
$208K 0.01%
+15,305
238
$208K 0.01%
+4,500
239
$206K 0.01%
+7,598
240
$206K 0.01%
+4,246
241
$202K 0.01%
+6,584
242
$201K 0.01%
+1,000
243
$197K 0.01%
+2,185
244
$195K 0.01%
+1,836
245
$192K 0.01%
+4,000
246
$188K 0.01%
+1,100
247
$187K 0.01%
+6,448
248
$183K 0.01%
+2,500
249
$182K 0.01%
+8,089
250
– –
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