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
451
$39K ﹤0.01%
865
+375
452
$39K ﹤0.01%
1,000
453
$38K ﹤0.01%
+1,518
454
$36K ﹤0.01%
432
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455
$36K ﹤0.01%
300
-175
456
$36K ﹤0.01%
2,202
+882
457
$35K ﹤0.01%
942
458
$35K ﹤0.01%
1,031
459
$35K ﹤0.01%
822
+22
460
$35K ﹤0.01%
290
461
$34K ﹤0.01%
998
-120
462
$34K ﹤0.01%
900
463
$33K ﹤0.01%
514
464
$33K ﹤0.01%
498
+13
465
$33K ﹤0.01%
300
466
$33K ﹤0.01%
1,405
467
$32K ﹤0.01%
975
468
$31K ﹤0.01%
500
469
$30K ﹤0.01%
1,125
470
$29K ﹤0.01%
1,069
471
$28K ﹤0.01%
1,150
472
$28K ﹤0.01%
440
-346
473
$28K ﹤0.01%
327
474
$28K ﹤0.01%
1,052
475
$28K ﹤0.01%
181
17 18
19
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