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
276
$146K ﹤0.01%
3,300
277
$145K ﹤0.01%
6,400
278
$142K ﹤0.01%
24,400
+15,925
279
– –
0
280
$141K ﹤0.01%
15,536
281
$140K ﹤0.01%
4,051
+41
282
$140K ﹤0.01%
6,484
283
$139K ﹤0.01%
2,500
284
$138K ﹤0.01%
15,059
+10,255
285
$137K ﹤0.01%
3,188
286
$136K ﹤0.01%
5,921
287
$136K ﹤0.01%
1,650
288
$136K ﹤0.01%
1,841
289
$133K ﹤0.01%
2,600
290
$133K ﹤0.01%
1,600
-5,600
291
$132K ﹤0.01%
6,000
292
$130K ﹤0.01%
4,875
293
$128K ﹤0.01%
960
294
$124K ﹤0.01%
4,598
295
$124K ﹤0.01%
4,325
296
$123K ﹤0.01%
5,000
297
$123K ﹤0.01%
3,405
298
$121K ﹤0.01%
2,000
299
$119K ﹤0.01%
3,426
300
$118K ﹤0.01%
4,125
10 11
12
13 14