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
$11.2B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$24.7M
3
+$21.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M
5
MSFT icon
Microsoft
MSFT
+$13.9M

Top Sells

1
+$36.1M
2
+$34.1M
3
+$14.3M
4
FISV
Fiserv Inc
FISV
+$8.33M
5
SYK icon
Stryker
SYK
+$5.59M

Sector Composition

1 Technology 39.27%
2 Healthcare 16.48%
3 Financials 10.49%
4 Consumer Discretionary 10.48%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$412K ﹤0.01%
306
+126
227
$397K ﹤0.01%
1,080
228
$394K ﹤0.01%
3,120
229
$389K ﹤0.01%
10,657
-800
230
$364K ﹤0.01%
5,105
231
$325K ﹤0.01%
10,376
-210
232
$322K ﹤0.01%
4,926
233
$321K ﹤0.01%
700
234
$317K ﹤0.01%
7,584
-470
235
$311K ﹤0.01%
660
+101
236
$306K ﹤0.01%
3,123
237
$303K ﹤0.01%
11,835
238
$303K ﹤0.01%
1,240
239
$298K ﹤0.01%
2,259
240
$297K ﹤0.01%
2,113
-365
241
$297K ﹤0.01%
3,545
242
$295K ﹤0.01%
1,956
-216
243
$295K ﹤0.01%
2,175
244
$290K ﹤0.01%
3,096
245
$287K ﹤0.01%
2,305
-210
246
$286K ﹤0.01%
1,205
247
$282K ﹤0.01%
2,119
248
$281K ﹤0.01%
2,110
+2,000
249
$274K ﹤0.01%
5,340
+40
250
$269K ﹤0.01%
5,000
8 9
10
11 12