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
301
$158K ﹤0.01%
2,676
302
$157K ﹤0.01%
515
+15
303
$156K ﹤0.01%
462
304
$153K ﹤0.01%
2,043
305
$153K ﹤0.01%
1,370
306
$152K ﹤0.01%
3,236
+825
307
$152K ﹤0.01%
1,820
308
$152K ﹤0.01%
3,835
309
$151K ﹤0.01%
3,600
310
$151K ﹤0.01%
6,000
311
$147K ﹤0.01%
4,680
312
$145K ﹤0.01%
4,500
313
$142K ﹤0.01%
2,237
314
$140K ﹤0.01%
2,892
+157
315
$135K ﹤0.01%
1,695
+40
316
$135K ﹤0.01%
1,122
317
$135K ﹤0.01%
1,500
318
$134K ﹤0.01%
1,300
-550
319
$132K ﹤0.01%
4,966
+2,839
320
$130K ﹤0.01%
475
-118
321
$129K ﹤0.01%
4,000
322
$126K ﹤0.01%
11,979
323
$119K ﹤0.01%
2,500
324
$117K ﹤0.01%
1,800
325
$117K ﹤0.01%
969
-247
11 12
13
14 15