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
376
$84K ﹤0.01%
+2,164
377
$82K ﹤0.01%
1,275
+510
378
$82K ﹤0.01%
1,576
+132
379
$82K ﹤0.01%
1,034
+34
380
$81K ﹤0.01%
1,345
+157
381
$81K ﹤0.01%
950
-25
382
$78K ﹤0.01%
1,222
383
$78K ﹤0.01%
2,342
384
$76K ﹤0.01%
2,630
385
$76K ﹤0.01%
847
+16
386
$76K ﹤0.01%
1,408
+32
387
$76K ﹤0.01%
1,062
-34
388
$75K ﹤0.01%
1,072
389
$74K ﹤0.01%
6,000
390
$73K ﹤0.01%
8,376
391
$72K ﹤0.01%
462
392
$71K ﹤0.01%
396
393
$71K ﹤0.01%
1,000
394
$70K ﹤0.01%
+1,200
395
$69K ﹤0.01%
1,000
396
$69K ﹤0.01%
2,200
397
$68K ﹤0.01%
+1,140
398
$68K ﹤0.01%
4,800
399
$67K ﹤0.01%
1,003
-200
400
$67K ﹤0.01%
3,120
14 15
16
17 18