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
326
$87K ﹤0.01%
2,450
327
$87K ﹤0.01%
2,465
-12,000
328
$86K ﹤0.01%
7,000
329
$85K ﹤0.01%
715
330
$84K ﹤0.01%
2,127
331
$84K ﹤0.01%
900
332
$83K ﹤0.01%
4,320
333
$80K ﹤0.01%
7,743
-4,301
334
$80K ﹤0.01%
4,497
-22,582
335
$79K ﹤0.01%
2,941
336
$78K ﹤0.01%
50,000
+25,000
337
$77K ﹤0.01%
1,010
338
$76K ﹤0.01%
1,822
339
$75K ﹤0.01%
800
340
$75K ﹤0.01%
396
341
$75K ﹤0.01%
1,400
342
$75K ﹤0.01%
2,500
343
$75K ﹤0.01%
2,342
344
$75K ﹤0.01%
1,080
345
$75K ﹤0.01%
2,700
-17,000
346
$73K ﹤0.01%
3,040
-57
347
$73K ﹤0.01%
8,000
348
$73K ﹤0.01%
22,000
349
$72K ﹤0.01%
950
-2,190
350
$72K ﹤0.01%
1,300
12 13
14
15 16