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
426
$40K ﹤0.01%
190
427
$40K ﹤0.01%
2,000
428
$39K ﹤0.01%
514
429
$39K ﹤0.01%
977
+237
430
$39K ﹤0.01%
290
431
$39K ﹤0.01%
860
432
$38K ﹤0.01%
290
433
$38K ﹤0.01%
+254
434
$38K ﹤0.01%
1,000
435
$38K ﹤0.01%
780
436
$38K ﹤0.01%
250
437
$37K ﹤0.01%
2,092
-142
438
$37K ﹤0.01%
2,306
-5
439
$37K ﹤0.01%
+808
440
$37K ﹤0.01%
640
+205
441
$37K ﹤0.01%
231
442
$37K ﹤0.01%
+160
443
$37K ﹤0.01%
400
444
$36K ﹤0.01%
1,100
445
$36K ﹤0.01%
1,306
+1,277
446
$36K ﹤0.01%
575
447
$36K ﹤0.01%
450
448
$36K ﹤0.01%
2,100
449
$36K ﹤0.01%
700
-300
450
$35K ﹤0.01%
3,500
16 17
18
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