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
401
$53K ﹤0.01%
22,542
402
$53K ﹤0.01%
878
403
$53K ﹤0.01%
1,089
404
$51K ﹤0.01%
1,977
-420
405
$51K ﹤0.01%
+230
406
$51K ﹤0.01%
825
407
$50K ﹤0.01%
1,822
408
$50K ﹤0.01%
8,000
409
$49K ﹤0.01%
410
+15
410
$49K ﹤0.01%
+750
411
$49K ﹤0.01%
390
+75
412
$48K ﹤0.01%
7,569
413
$47K ﹤0.01%
575
+325
414
$47K ﹤0.01%
540
415
$46K ﹤0.01%
+620
416
$46K ﹤0.01%
275
-35
417
$45K ﹤0.01%
410
+16
418
$44K ﹤0.01%
998
419
$44K ﹤0.01%
773
420
$43K ﹤0.01%
700
421
$43K ﹤0.01%
325
422
$42K ﹤0.01%
436
423
$41K ﹤0.01%
10,838
-433
424
$41K ﹤0.01%
760
425
$40K ﹤0.01%
+752
15 16
17
18 19