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
426
$31.9K ﹤0.01%
210
+150
427
$30.1K ﹤0.01%
200
428
$29.2K ﹤0.01%
700
429
$28.7K ﹤0.01%
760
-1,420
430
$28.6K ﹤0.01%
240
431
$28.1K ﹤0.01%
590
+400
432
$27.5K ﹤0.01%
1,239
-628
433
$27.3K ﹤0.01%
1,102
434
$27.2K ﹤0.01%
660
-140
435
$25.9K ﹤0.01%
67
436
$25.8K ﹤0.01%
+1,224
437
$25.8K ﹤0.01%
+1,326
438
$25.8K ﹤0.01%
+1,250
439
$25.8K ﹤0.01%
+1,319
440
$25.7K ﹤0.01%
+1,265
441
$25.6K ﹤0.01%
+1,385
442
$25.6K ﹤0.01%
+1,544
443
$25.5K ﹤0.01%
+1,566
444
$25.4K ﹤0.01%
+1,241
445
$25.4K ﹤0.01%
875
446
$25K ﹤0.01%
3,010
447
$24.6K ﹤0.01%
1,428
-332
448
$24.4K ﹤0.01%
1,013
-39
449
$21.5K ﹤0.01%
135
450
$21.4K ﹤0.01%
1,008
16 17
18
19 20