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
301
$133K ﹤0.01%
840
302
$133K ﹤0.01%
2,127
303
$127K ﹤0.01%
2,850
304
$127K ﹤0.01%
5,510
305
$127K ﹤0.01%
2,000
-1,000
306
$126K ﹤0.01%
2,350
-250
307
$126K ﹤0.01%
725
308
$125K ﹤0.01%
1,034
-45
309
$125K ﹤0.01%
2,345
-56
310
$124K ﹤0.01%
1,200
311
$123K ﹤0.01%
8,475
312
$123K ﹤0.01%
+10,400
313
$123K ﹤0.01%
910
-100
314
$122K ﹤0.01%
802
+771
315
$121K ﹤0.01%
+7,950
316
$120K ﹤0.01%
4,675
317
$119K ﹤0.01%
4,085
318
$118K ﹤0.01%
804
-43
319
$117K ﹤0.01%
1,410
-250
320
$117K ﹤0.01%
1,146
+224
321
$117K ﹤0.01%
1,215
+294
322
$117K ﹤0.01%
7,498
323
$115K ﹤0.01%
1,822
324
$115K ﹤0.01%
1,900
325
$112K ﹤0.01%
1,000
11 12
13
14 15