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
351
$90K ﹤0.01%
2,297
+654
352
$90K ﹤0.01%
2,500
353
$90K ﹤0.01%
+727
354
$88K ﹤0.01%
682
355
$88K ﹤0.01%
2,757
-3
356
$87K ﹤0.01%
475
357
$87K ﹤0.01%
600
358
$86K ﹤0.01%
1,107
359
$86K ﹤0.01%
1,258
-51
360
$84K ﹤0.01%
+3,500
361
$83K ﹤0.01%
384
362
$83K ﹤0.01%
+396
363
$83K ﹤0.01%
1,825
364
$82K ﹤0.01%
2,666
365
$80K ﹤0.01%
1,075
366
$79K ﹤0.01%
1,520
367
$78K ﹤0.01%
1,355
368
$76K ﹤0.01%
5,076
369
$76K ﹤0.01%
750
-150
370
$75K ﹤0.01%
1,000
371
$74K ﹤0.01%
3,093
372
$73K ﹤0.01%
1,207
373
$72K ﹤0.01%
1,444
374
$72K ﹤0.01%
750
-45
375
$72K ﹤0.01%
1,115
13 14
15
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