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
376
$57K ﹤0.01%
1,000
377
$57K ﹤0.01%
722
378
$57K ﹤0.01%
1,000
379
$55K ﹤0.01%
3,300
380
$55K ﹤0.01%
630
381
$55K ﹤0.01%
2,000
382
$53K ﹤0.01%
831
383
$53K ﹤0.01%
920
-365
384
$53K ﹤0.01%
1,000
-3,350
385
$53K ﹤0.01%
1,450
386
$52K ﹤0.01%
7,441
-1,007
387
$52K ﹤0.01%
+765
388
$52K ﹤0.01%
1,700
389
$52K ﹤0.01%
1,245
390
$52K ﹤0.01%
3,300
391
$51K ﹤0.01%
2,800
392
$51K ﹤0.01%
5,000
393
$50K ﹤0.01%
3,120
394
$50K ﹤0.01%
1,273
395
$50K ﹤0.01%
1,376
396
$49K ﹤0.01%
1,635
397
$49K ﹤0.01%
635
398
$48K ﹤0.01%
1,239
-496
399
$48K ﹤0.01%
3,661
-6,560
400
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