LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.24B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.24M
3
+$9.2M
4
HAIN icon
Hain Celestial
HAIN
+$6.33M
5
ABT icon
Abbott
ABT
+$6.18M

Top Sells

1
+$5.37M
2
+$4.32M
3
+$3.92M
4
GLW icon
Corning
GLW
+$3.05M
5
MDP
Meredith Corporation
MDP
+$2.5M

Sector Composition

1 Technology 20.33%
2 Healthcare 18.48%
3 Consumer Staples 14.11%
4 Consumer Discretionary 10.62%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$255K 0.01%
3,475
227
$245K 0.01%
8,400
228
$244K 0.01%
13,300
-700
229
$242K 0.01%
3,990
+3,096
230
$242K 0.01%
8,910
-1,440
231
$241K 0.01%
5,508
232
$239K 0.01%
3,375
233
$235K 0.01%
2,355
234
$232K 0.01%
12,313
235
$230K 0.01%
4,500
236
$230K 0.01%
9,000
237
$224K 0.01%
1,130
238
$221K 0.01%
4,800
239
$214K 0.01%
2,219
240
$207K ﹤0.01%
2,884
241
$207K ﹤0.01%
7,450
242
$204K ﹤0.01%
12,700
243
– –
0
244
$189K ﹤0.01%
4,875
-1,310
245
$189K ﹤0.01%
4,165
+915
246
$188K ﹤0.01%
12,300
+1,980
247
$187K ﹤0.01%
14,339
-3,206
248
$186K ﹤0.01%
19,750
+2,850
249
$185K ﹤0.01%
11,626
250
$183K ﹤0.01%
11,300
8 9
10
11 12