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
$11.2B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$24.7M
3
+$21.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M
5
MSFT icon
Microsoft
MSFT
+$13.9M

Top Sells

1
+$36.1M
2
+$34.1M
3
+$14.3M
4
FISV
Fiserv Inc
FISV
+$8.33M
5
SYK icon
Stryker
SYK
+$5.59M

Sector Composition

1 Technology 39.27%
2 Healthcare 16.48%
3 Financials 10.49%
4 Consumer Discretionary 10.48%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$42.2K ﹤0.01%
666
402
$42.1K ﹤0.01%
1,527
403
$41.6K ﹤0.01%
400
404
$41.5K ﹤0.01%
430
405
$41.3K ﹤0.01%
130
406
$41.3K ﹤0.01%
930
407
$40.8K ﹤0.01%
718
408
$40.7K ﹤0.01%
3,549
-91
409
$40.3K ﹤0.01%
926
410
$40K ﹤0.01%
211
-556
411
$39.6K ﹤0.01%
+375
412
$39.5K ﹤0.01%
498
413
– –
0
414
$37.7K ﹤0.01%
1,000
415
$37.6K ﹤0.01%
450
416
$36.1K ﹤0.01%
191
417
$36K ﹤0.01%
300
418
$35.7K ﹤0.01%
1,492
419
$35.2K ﹤0.01%
233
420
$34.8K ﹤0.01%
606
421
$34.7K ﹤0.01%
+750
422
$34.4K ﹤0.01%
725
-320
423
$33.8K ﹤0.01%
100
424
$33K ﹤0.01%
300
+40
425
$33K ﹤0.01%
500
15 16
17
18 19