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
$6.89B
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
769
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$18.3M
3
+$9.43M
4
MSFT icon
Microsoft
MSFT
+$9.2M
5
AMZN icon
Amazon
AMZN
+$7.06M

Top Sells

1
+$52.6M
2
+$18.3M
3
+$8.74M
4
FTV icon
Fortive
FTV
+$6.13M
5
GLW icon
Corning
GLW
+$5.78M

Sector Composition

1 Technology 31.86%
2 Healthcare 16.77%
3 Financials 11.67%
4 Consumer Discretionary 11.07%
5 Consumer Staples 7.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$293K ﹤0.01%
22,413
+12,000
227
$292K ﹤0.01%
655
-50
228
$281K ﹤0.01%
5,104
-85
229
$279K ﹤0.01%
9,294
-2
230
$271K ﹤0.01%
1,192
231
$270K ﹤0.01%
5,075
232
$268K ﹤0.01%
3,262
-350
233
$266K ﹤0.01%
3,848
-629
234
$266K ﹤0.01%
3,300
235
$264K ﹤0.01%
1,370
+695
236
$264K ﹤0.01%
15,700
237
$264K ﹤0.01%
2,850
-170
238
$263K ﹤0.01%
13,897
239
$263K ﹤0.01%
3,330
240
$259K ﹤0.01%
1,769
+686
241
$255K ﹤0.01%
2,700
242
$254K ﹤0.01%
15,100
+200
243
$254K ﹤0.01%
2,019
244
$253K ﹤0.01%
1,380
+330
245
$252K ﹤0.01%
1,400
246
$241K ﹤0.01%
4,825
-3,385
247
$241K ﹤0.01%
6,473
248
$239K ﹤0.01%
5,703
-81
249
$237K ﹤0.01%
1,707
+1,400
250
$237K ﹤0.01%
9,000
8 9
10
11 12