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
401
$47K ﹤0.01%
5,475
402
$47K ﹤0.01%
850
+150
403
$46K ﹤0.01%
6,400
404
$46K ﹤0.01%
462
405
$45K ﹤0.01%
4,800
406
$44K ﹤0.01%
745
+275
407
$44K ﹤0.01%
1,075
408
$44K ﹤0.01%
2,250
409
$44K ﹤0.01%
514
410
$44K ﹤0.01%
872
411
$43K ﹤0.01%
+1,665
412
$43K ﹤0.01%
1,437
413
$43K ﹤0.01%
4,926
-2,555
414
$42K ﹤0.01%
870
415
$42K ﹤0.01%
22,542
+13,202
416
$42K ﹤0.01%
762
417
$42K ﹤0.01%
2,620
418
$41K ﹤0.01%
926
419
$41K ﹤0.01%
750
420
$41K ﹤0.01%
800
-1,000
421
$40K ﹤0.01%
1,200
422
$40K ﹤0.01%
1,182
423
$40K ﹤0.01%
590
-85
424
$39K ﹤0.01%
1,850
425
$39K ﹤0.01%
1,000
15 16
17
18 19