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
276
$173K ﹤0.01%
1,550
277
$171K ﹤0.01%
3,295
278
$170K ﹤0.01%
4,598
279
$168K ﹤0.01%
1,548
-395
280
– –
0
281
$168K ﹤0.01%
1,800
282
$166K ﹤0.01%
2,520
+2,458
283
$165K ﹤0.01%
1,000
284
$163K ﹤0.01%
2,025
285
$162K ﹤0.01%
950
286
$159K ﹤0.01%
2,400
287
$157K ﹤0.01%
4,950
288
$157K ﹤0.01%
3,894
-929
289
$155K ﹤0.01%
2,200
290
$154K ﹤0.01%
6,400
-256
291
$153K ﹤0.01%
1,500
292
$150K ﹤0.01%
3,245
293
$147K ﹤0.01%
3,000
294
$145K ﹤0.01%
4,600
295
$143K ﹤0.01%
844
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296
$141K ﹤0.01%
2,000
297
$140K ﹤0.01%
1,409
298
$135K ﹤0.01%
1,851
299
$135K ﹤0.01%
3,000
300
$135K ﹤0.01%
6,761
10 11
12
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