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
326
$111K ﹤0.01%
10,860
327
$108K ﹤0.01%
1,849
-3,653
328
$108K ﹤0.01%
1,452
+100
329
$107K ﹤0.01%
1,225
330
$107K ﹤0.01%
285
331
$107K ﹤0.01%
1,000
332
$106K ﹤0.01%
5,605
333
$106K ﹤0.01%
550
-50
334
$105K ﹤0.01%
2,342
335
$102K ﹤0.01%
1,188
336
$101K ﹤0.01%
333
-333
337
$101K ﹤0.01%
5,389
338
$100K ﹤0.01%
1,274
339
$99K ﹤0.01%
1,072
340
$98K ﹤0.01%
3,510
341
$97K ﹤0.01%
1,031
+266
342
$97K ﹤0.01%
+1,195
343
$97K ﹤0.01%
463
+362
344
$96K ﹤0.01%
509
345
$95K ﹤0.01%
3,120
346
$95K ﹤0.01%
5,385
347
$95K ﹤0.01%
+1,800
348
$94K ﹤0.01%
1,553
349
$93K ﹤0.01%
1,931
350
$91K ﹤0.01%
379
+325
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14
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