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
326
$116K ﹤0.01%
911
-150
327
$115K ﹤0.01%
2,455
328
$115K ﹤0.01%
1,352
+119
329
$113K ﹤0.01%
8,000
330
$112K ﹤0.01%
2,275
-10
331
$111K ﹤0.01%
1,700
-65
332
$109K ﹤0.01%
4,795
333
$108K ﹤0.01%
206
+6
334
$108K ﹤0.01%
500
335
$107K ﹤0.01%
1,209
336
$106K ﹤0.01%
1,055
337
$101K ﹤0.01%
+1,331
338
$101K ﹤0.01%
1,555
339
$100K ﹤0.01%
380
340
$98.8K ﹤0.01%
4,303
+946
341
$93K ﹤0.01%
2,000
342
$92.6K ﹤0.01%
500
343
$92.3K ﹤0.01%
1,295
344
$90.6K ﹤0.01%
6,917
345
$89.6K ﹤0.01%
634
+4
346
$89.6K ﹤0.01%
985
-55
347
$89.2K ﹤0.01%
4,597
-800
348
$87.4K ﹤0.01%
1,437
349
$86.5K ﹤0.01%
1,233
350
$85.8K ﹤0.01%
2,475
12 13
14
15 16