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
26
$61.1M 1.44%
2,243,864
+37,208
27
$60M 1.41%
652,933
+28,531
28
$59.6M 1.4%
1,561,420
+241,240
29
$57.2M 1.35%
686,015
-3,140
30
$51M 1.2%
457,528
+21,825
31
$45.8M 1.08%
1,599,579
+24,023
32
$41.3M 0.97%
540,385
+42,297
33
$41.3M 0.97%
421,094
+339
34
$40.8M 0.96%
398,552
-7,578
35
$39.6M 0.93%
360,010
-789
36
$39M 0.92%
634,708
+44,836
37
$37.8M 0.89%
248,217
+79
38
$34.8M 0.82%
335,274
+26,177
39
$30.9M 0.73%
218,057
+7,814
40
$27.7M 0.65%
677,366
+154,719
41
$27.5M 0.65%
134,082
+1,012
42
$22.8M 0.54%
181,556
-2,562
43
$22.4M 0.53%
548,289
+4,188
44
$22.1M 0.52%
406,190
-23,044
45
$21.4M 0.5%
574,620
+6,200
46
$18.9M 0.44%
240,750
+9,460
47
$18.3M 0.43%
378,803
-1,652
48
$18.2M 0.43%
228,527
+8,617
49
$18.1M 0.43%
448,204
+1,398
50
$17.3M 0.41%
122,132
+41,636
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