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
301
$118K ﹤0.01%
1,741
302
$116K ﹤0.01%
3,563
303
$116K ﹤0.01%
1,630
-3,615
304
$115K ﹤0.01%
3,323
305
$115K ﹤0.01%
5,632
306
$114K ﹤0.01%
1,200
307
$114K ﹤0.01%
7,500
308
$111K ﹤0.01%
3,000
309
$110K ﹤0.01%
10,860
310
$108K ﹤0.01%
4,050
311
$107K ﹤0.01%
1,500
312
$106K ﹤0.01%
967
+367
313
$105K ﹤0.01%
2,400
-2,170
314
$102K ﹤0.01%
3,700
+2,380
315
$100K ﹤0.01%
3,090
-88
316
$99K ﹤0.01%
7,110
-7,890
317
$94K ﹤0.01%
2,771
-481
318
$94K ﹤0.01%
2,446
+166
319
$94K ﹤0.01%
731
-54
320
$93K ﹤0.01%
6,400
+4,000
321
$93K ﹤0.01%
840
-393
322
$91K ﹤0.01%
1,100
323
$88K ﹤0.01%
725
324
$88K ﹤0.01%
245
325
$87K ﹤0.01%
1,200
11 12
13
14 15