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
351
$71K ﹤0.01%
1,544
352
$71K ﹤0.01%
5,673
+1,549
353
$69K ﹤0.01%
1,188
354
$69K ﹤0.01%
1,000
355
$68K ﹤0.01%
2,360
356
$68K ﹤0.01%
1,352
357
$68K ﹤0.01%
1,100
358
$67K ﹤0.01%
305
+250
359
$67K ﹤0.01%
1,300
360
$67K ﹤0.01%
5,500
+3,000
361
$65K ﹤0.01%
900
362
$65K ﹤0.01%
900
-56
363
$64K ﹤0.01%
800
364
$64K ﹤0.01%
2,372
365
$63K ﹤0.01%
450
-707
366
$62K ﹤0.01%
1,500
367
$62K ﹤0.01%
598
368
$61K ﹤0.01%
1,553
369
$61K ﹤0.01%
3,841
370
$61K ﹤0.01%
1,500
371
$60K ﹤0.01%
+2,500
372
$60K ﹤0.01%
1,250
-190
373
$60K ﹤0.01%
4,123
374
$59K ﹤0.01%
2,295
375
$58K ﹤0.01%
+1,350
13 14
15
16 17