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
251
$264K 0.01%
3,278
+69
252
$255K ﹤0.01%
4,267
+41
253
$249K ﹤0.01%
2,999
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255
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256
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257
$245K ﹤0.01%
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258
$242K ﹤0.01%
3,155
259
$242K ﹤0.01%
4,246
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260
$240K ﹤0.01%
2,866
261
$238K ﹤0.01%
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262
$238K ﹤0.01%
9,000
263
$237K ﹤0.01%
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264
$236K ﹤0.01%
4,876
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265
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268
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269
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3,083
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270
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271
$220K ﹤0.01%
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272
$219K ﹤0.01%
5,632
273
$218K ﹤0.01%
3,395
-155
274
$217K ﹤0.01%
13,232
275
$216K ﹤0.01%
4,105
9 10
11
12 13