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
276
$213K ﹤0.01%
1,939
277
$212K ﹤0.01%
2,135
-88
278
$210K ﹤0.01%
6,000
279
$204K ﹤0.01%
6,174
+40
280
$203K ﹤0.01%
589
+161
281
$200K ﹤0.01%
2,642
282
$199K ﹤0.01%
500
283
$199K ﹤0.01%
970
284
$196K ﹤0.01%
2,556
285
$193K ﹤0.01%
3,175
+20
286
$193K ﹤0.01%
5,000
287
$188K ﹤0.01%
7,500
288
$183K ﹤0.01%
1,437
-72
289
$179K ﹤0.01%
700
290
$179K ﹤0.01%
2,020
+105
291
$175K ﹤0.01%
3,184
292
$173K ﹤0.01%
575
293
$173K ﹤0.01%
6,250
294
$171K ﹤0.01%
1,822
295
$168K ﹤0.01%
847
296
$168K ﹤0.01%
1,570
297
$167K ﹤0.01%
+1,000
298
$166K ﹤0.01%
864
+25
299
$164K ﹤0.01%
2,000
300
$164K ﹤0.01%
1,200
10 11
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