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
451
$21.3K ﹤0.01%
125
452
$21.3K ﹤0.01%
+210
453
$21.2K ﹤0.01%
150
454
$21.2K ﹤0.01%
190
455
$21.1K ﹤0.01%
273
456
$20.8K ﹤0.01%
195
+57
457
$20.8K ﹤0.01%
4,000
458
$20.6K ﹤0.01%
254
459
$20.2K ﹤0.01%
180
460
$19.8K ﹤0.01%
926
461
$19.6K ﹤0.01%
5,949
+3,000
462
$19K ﹤0.01%
63
463
$18.8K ﹤0.01%
539
464
$17.9K ﹤0.01%
200
465
$17K ﹤0.01%
37
466
$16.7K ﹤0.01%
84
467
$16.6K ﹤0.01%
+157
468
$15.6K ﹤0.01%
500
+80
469
$15.6K ﹤0.01%
162
470
$15.3K ﹤0.01%
5,000
471
$15.3K ﹤0.01%
2,380
472
$15.3K ﹤0.01%
+320
473
$15.3K ﹤0.01%
1,019
474
$15.3K ﹤0.01%
80
475
$15.2K ﹤0.01%
1,086
17 18
19
20 21