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
426
$51K ﹤0.01%
1,136
427
$51K ﹤0.01%
2,262
+28
428
$51K ﹤0.01%
800
429
$49K ﹤0.01%
870
430
$49K ﹤0.01%
1,555
431
$47K ﹤0.01%
666
432
$46K ﹤0.01%
600
433
$45K ﹤0.01%
926
434
$45K ﹤0.01%
1,279
435
$45K ﹤0.01%
500
436
$44K ﹤0.01%
+800
437
$44K ﹤0.01%
697
+5
438
$43K ﹤0.01%
190
+2
439
$42K ﹤0.01%
800
440
$42K ﹤0.01%
2,316
441
$42K ﹤0.01%
3,950
442
$42K ﹤0.01%
893
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$42K ﹤0.01%
3,666
444
$41K ﹤0.01%
270
-19
445
$41K ﹤0.01%
2,000
446
$40K ﹤0.01%
872
+32
447
$40K ﹤0.01%
308
+17
448
$40K ﹤0.01%
625
449
$40K ﹤0.01%
305
450
$40K ﹤0.01%
2,340
-7,060
16 17
18
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