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
251
$229K ﹤0.01%
3,082
252
$228K ﹤0.01%
1,480
253
$226K ﹤0.01%
8,180
+8,000
254
$226K ﹤0.01%
2,665
-530
255
$225K ﹤0.01%
4,320
256
$219K ﹤0.01%
1,416
-50
257
$215K ﹤0.01%
6,805
258
$214K ﹤0.01%
15,000
+11,000
259
$214K ﹤0.01%
1,956
260
$213K ﹤0.01%
3,452
-220
261
$212K ﹤0.01%
6,240
262
$207K ﹤0.01%
1,513
263
$207K ﹤0.01%
1,825
264
$206K ﹤0.01%
+3,900
265
$204K ﹤0.01%
2,041
-60
266
$203K ﹤0.01%
7,500
267
$203K ﹤0.01%
1,900
268
$199K ﹤0.01%
6,950
269
$198K ﹤0.01%
911
-731
270
$196K ﹤0.01%
12,897
271
$189K ﹤0.01%
3,265
272
$187K ﹤0.01%
2,825
273
$181K ﹤0.01%
1,765
274
$176K ﹤0.01%
2,565
275
$173K ﹤0.01%
15,536
9 10
11
12 13