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
251
$267K ﹤0.01%
1,008
+368
252
$264K ﹤0.01%
990
253
$262K ﹤0.01%
7,000
254
$259K ﹤0.01%
1,032
+21
255
$259K ﹤0.01%
10,000
256
$257K ﹤0.01%
1,913
-3,401
257
$255K ﹤0.01%
234
258
$251K ﹤0.01%
2,350
259
$250K ﹤0.01%
1,196
260
$247K ﹤0.01%
3,309
261
$246K ﹤0.01%
2,525
-390
262
$245K ﹤0.01%
1,030
263
$244K ﹤0.01%
10,000
264
$242K ﹤0.01%
1,425
265
$240K ﹤0.01%
6,473
266
$239K ﹤0.01%
725
267
$237K ﹤0.01%
566
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268
$234K ﹤0.01%
5,000
269
$234K ﹤0.01%
20,815
-1,890
270
$231K ﹤0.01%
2,600
-62
271
$229K ﹤0.01%
1,380
272
$227K ﹤0.01%
+72
273
$225K ﹤0.01%
1,155
274
$216K ﹤0.01%
12,000
275
$214K ﹤0.01%
2,725
-1,228
9 10
11
12 13