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
376
$71K ﹤0.01%
769
+605
377
$71K ﹤0.01%
679
-2
378
$70K ﹤0.01%
15,200
379
$70K ﹤0.01%
1,520
380
$69K ﹤0.01%
1,500
381
$69K ﹤0.01%
1,840
382
$69K ﹤0.01%
1,408
383
$66K ﹤0.01%
740
-560
384
$65K ﹤0.01%
1,000
385
$65K ﹤0.01%
1,145
-1,095
386
$64K ﹤0.01%
1,143
387
$62K ﹤0.01%
1,437
388
$60K ﹤0.01%
950
389
$60K ﹤0.01%
2,630
390
$60K ﹤0.01%
968
-127
391
$59K ﹤0.01%
398
+60
392
$59K ﹤0.01%
400
393
$59K ﹤0.01%
+2,500
394
$58K ﹤0.01%
+461
395
$58K ﹤0.01%
1,643
-81
396
$58K ﹤0.01%
1,420
397
$58K ﹤0.01%
+5,500
398
$57K ﹤0.01%
500
399
$56K ﹤0.01%
2,116
400
$54K ﹤0.01%
+500
14 15
16
17 18