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
401
$66K ﹤0.01%
1,075
402
$65K ﹤0.01%
681
+5
403
$64K ﹤0.01%
1,500
404
$63K ﹤0.01%
1,575
+5
405
$62K ﹤0.01%
+715
406
$61K ﹤0.01%
1,276
+76
407
$60K ﹤0.01%
1,931
408
$60K ﹤0.01%
750
409
$59K ﹤0.01%
761
+39
410
$59K ﹤0.01%
1,437
411
$59K ﹤0.01%
1,160
-1,539
412
$59K ﹤0.01%
1,245
413
$58K ﹤0.01%
3,210
414
$57K ﹤0.01%
4,750
+3,750
415
$57K ﹤0.01%
1,241
+18
416
$57K ﹤0.01%
3,000
417
$57K ﹤0.01%
3,135
418
$57K ﹤0.01%
22,542
419
$55K ﹤0.01%
+1,500
420
$55K ﹤0.01%
1,000
421
$54K ﹤0.01%
509
+9
422
$54K ﹤0.01%
521
+7
423
$53K ﹤0.01%
15,724
-9,628
424
$52K ﹤0.01%
7,569
425
$52K ﹤0.01%
5,000
15 16
17
18 19