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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.08M
3
+$5.29M
4
CELG
Celgene Corp
CELG
+$5.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M

Top Sells

1
+$11.1M
2
+$8.66M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.88M
5
RTX icon
RTX Corp
RTX
+$3.15M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$106K ﹤0.01%
2,372
352
$105K ﹤0.01%
1,414
-136
353
$104K ﹤0.01%
22,134
-13,873
354
$104K ﹤0.01%
2,158
355
$103K ﹤0.01%
1,118
+18
356
$103K ﹤0.01%
2,486
+36
357
$103K ﹤0.01%
943
+53
358
$103K ﹤0.01%
900
359
$101K ﹤0.01%
3,093
360
$100K ﹤0.01%
1,014
+14
361
$100K ﹤0.01%
1,900
-900
362
$99K ﹤0.01%
1,741
363
$98K ﹤0.01%
477
+2
364
$98K ﹤0.01%
+5,010
365
$96K ﹤0.01%
1,352
366
$95K ﹤0.01%
625
367
$94K ﹤0.01%
914
+14
368
$93K ﹤0.01%
208
+8
369
$92K ﹤0.01%
4,680
370
$90K ﹤0.01%
2,682
+16
371
$88K ﹤0.01%
1,822
372
$88K ﹤0.01%
2,760
+26
373
$87K ﹤0.01%
1,562
+18
374
$86K ﹤0.01%
456
+5
375
$85K ﹤0.01%
4,325
13 14
15
16 17