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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.08M
3
+$5.29M
4
CELG
Celgene Corp
CELG
+$5.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M

Top Sells

1
+$11.1M
2
+$8.66M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.88M
5
RTX icon
RTX Corp
RTX
+$3.15M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$161K ﹤0.01%
4,598
302
$160K ﹤0.01%
3,367
+44
303
$156K ﹤0.01%
1,339
+14
304
$154K ﹤0.01%
14,839
305
$153K ﹤0.01%
1,500
306
$152K ﹤0.01%
1,900
307
$151K ﹤0.01%
2,060
-1,993
308
$151K ﹤0.01%
964
309
$150K ﹤0.01%
3,265
310
$149K ﹤0.01%
1,554
311
$149K ﹤0.01%
1,002
+2
312
$148K ﹤0.01%
1,800
313
$146K ﹤0.01%
3,000
-3,625
314
$145K ﹤0.01%
16,630
315
$141K ﹤0.01%
1,899
+5
316
$141K ﹤0.01%
2,000
317
$140K ﹤0.01%
1,500
318
$139K ﹤0.01%
3,330
319
$137K ﹤0.01%
2,344
+19
320
$137K ﹤0.01%
4,095
321
$135K ﹤0.01%
6,400
322
$135K ﹤0.01%
840
323
$134K ﹤0.01%
1,240
324
$132K ﹤0.01%
8,000
325
$132K ﹤0.01%
3,935
11 12
13
14 15