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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.08M
3
+$5.29M
4
CELG
Celgene Corp
CELG
+$5.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M

Top Sells

1
+$11.1M
2
+$8.66M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.88M
5
RTX icon
RTX Corp
RTX
+$3.15M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$344K 0.01%
2,469
227
$342K 0.01%
4,514
+14
228
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229
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231
$333K 0.01%
745
+500
232
$331K 0.01%
16,602
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233
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234
$329K 0.01%
+12,448
235
$325K 0.01%
7,090
236
$324K 0.01%
5,060
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237
– –
0
238
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17,075
239
$318K 0.01%
8,185
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240
$308K 0.01%
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241
$307K 0.01%
2,570
242
$307K 0.01%
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243
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244
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245
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246
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247
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2,050
248
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19,102
-5,520
249
$277K 0.01%
5,170
-75
250
$270K 0.01%
5,329
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10
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