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
451
$29K ﹤0.01%
221
-21
452
$29K ﹤0.01%
291
453
$28K ﹤0.01%
+998
454
$28K ﹤0.01%
450
-6,000
455
$28K ﹤0.01%
1,052
456
$28K ﹤0.01%
1,125
457
$28K ﹤0.01%
100
458
$28K ﹤0.01%
241
459
$27K ﹤0.01%
1,180
460
$27K ﹤0.01%
590
-685
461
$26K ﹤0.01%
900
462
$26K ﹤0.01%
188
463
$26K ﹤0.01%
3,666
464
$26K ﹤0.01%
1,100
465
$25K ﹤0.01%
327
-150
466
$25K ﹤0.01%
1,069
467
$24K ﹤0.01%
500
468
$24K ﹤0.01%
900
469
$24K ﹤0.01%
1,405
470
$24K ﹤0.01%
500
-440
471
$24K ﹤0.01%
1,936
472
$24K ﹤0.01%
342
473
$23K ﹤0.01%
435
+399
474
$22K ﹤0.01%
260
475
$22K ﹤0.01%
481
17 18
19
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