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
451
$35K ﹤0.01%
170
452
$35K ﹤0.01%
650
453
$34K ﹤0.01%
29
454
$34K ﹤0.01%
2,343
+33
455
$34K ﹤0.01%
600
456
$34K ﹤0.01%
200
457
$33K ﹤0.01%
225
458
$33K ﹤0.01%
1,000
459
$32K ﹤0.01%
350
460
$32K ﹤0.01%
825
461
$32K ﹤0.01%
500
462
$32K ﹤0.01%
375
463
$32K ﹤0.01%
1,750
464
$32K ﹤0.01%
215
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465
$32K ﹤0.01%
880
-635
466
$31K ﹤0.01%
551
467
$31K ﹤0.01%
625
468
$31K ﹤0.01%
926
469
$31K ﹤0.01%
600
470
$30K ﹤0.01%
+2,574
471
$29K ﹤0.01%
321
472
$29K ﹤0.01%
825
473
$29K ﹤0.01%
500
474
$29K ﹤0.01%
2,000
475
$29K ﹤0.01%
700
-91
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