LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$127M
3
+$111M
4
QCOM icon
Qualcomm
QCOM
+$99.6M
5
SYK icon
Stryker
SYK
+$94.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.43%
2 Consumer Staples 15.99%
3 Healthcare 13.4%
4 Industrials 11.5%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$39.3M 1.23%
+361,935
27
$35.6M 1.11%
+2,511,068
28
$35M 1.09%
+640,934
29
$34.9M 1.09%
+1,114,346
30
$33.8M 1.06%
+415,642
31
$33.5M 1.05%
+183,312
32
$33.1M 1.04%
+297,653
33
$31.7M 0.99%
+365,457
34
$28.3M 0.89%
+368,980
35
$26.9M 0.84%
+317,381
36
$26.6M 0.83%
+313,744
37
$25.7M 0.8%
+1,061,223
38
$25.4M 0.8%
+1,174,139
39
$24.9M 0.78%
+389,898
40
$23.4M 0.73%
+273,324
41
$23.1M 0.72%
+320,547
42
$22.8M 0.71%
+696,164
43
$20.4M 0.64%
+182,533
44
$20.2M 0.63%
+540,398
45
$19.9M 0.62%
+907,469
46
$19.6M 0.61%
+105,445
47
$18.9M 0.59%
+414,504
48
$18.9M 0.59%
+554,301
49
$17.8M 0.56%
+442,894
50
$16.5M 0.52%
+287,988
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