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
426
$39K ﹤0.01%
1,420
-1,882
427
$39K ﹤0.01%
676
428
$39K ﹤0.01%
3,950
429
$38K ﹤0.01%
+1,136
430
$38K ﹤0.01%
239
431
$38K ﹤0.01%
906
+503
432
$38K ﹤0.01%
1,485
433
$37K ﹤0.01%
1,000
434
$36K ﹤0.01%
2,316
435
$36K ﹤0.01%
300
436
$36K ﹤0.01%
17,525
437
$35K ﹤0.01%
852
-372
438
$35K ﹤0.01%
655
439
$33K ﹤0.01%
655
440
$33K ﹤0.01%
1,000
441
$33K ﹤0.01%
999
-1
442
$32K ﹤0.01%
2,234
443
$32K ﹤0.01%
650
444
$31K ﹤0.01%
1,444
445
$31K ﹤0.01%
290
446
$31K ﹤0.01%
753
+183
447
$30K ﹤0.01%
3,010
448
$30K ﹤0.01%
840
449
$30K ﹤0.01%
7,571
450
$30K ﹤0.01%
1,200
-2,305
16 17
18
19 20