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
251
$182K ﹤0.01%
3,450
-7,000
252
$180K ﹤0.01%
2,080
+299
253
– –
0
254
$175K ﹤0.01%
1,375
+250
255
$174K ﹤0.01%
1,400
256
$173K ﹤0.01%
1,550
257
$172K ﹤0.01%
1,734
258
$172K ﹤0.01%
4,950
259
$172K ﹤0.01%
3,975
260
$168K ﹤0.01%
2,766
261
$167K ﹤0.01%
1,910
+910
262
$160K ﹤0.01%
1,950
-5,000
263
$160K ﹤0.01%
6,494
+3,324
264
$159K ﹤0.01%
5,200
265
$158K ﹤0.01%
1,800
266
$156K ﹤0.01%
1,935
267
$156K ﹤0.01%
4,869
-409
268
$152K ﹤0.01%
4,680
269
$151K ﹤0.01%
3,415
270
$149K ﹤0.01%
33,420
+12,730
271
$148K ﹤0.01%
1,100
272
$148K ﹤0.01%
2,567
+100
273
$147K ﹤0.01%
2,903
274
$146K ﹤0.01%
430
275
$146K ﹤0.01%
14,330
9 10
11
12 13