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
26
$69.4M 1.34%
659,155
+11,024
27
$68.3M 1.32%
750,579
-4,638
28
$64.8M 1.25%
379,432
+30,979
29
$60.1M 1.16%
466,942
+2,946
30
$56.9M 1.1%
338,653
-2,214
31
$55.8M 1.08%
502,615
+7,727
32
$55.1M 1.06%
559,466
+25,217
33
$53.1M 1.03%
826,909
+28,930
34
$52.2M 1.01%
696,529
+15,383
35
$51.9M 1%
2,157,320
-84,778
36
$51.7M 1%
456,756
-6,094
37
$46.8M 0.9%
901,736
+27,080
38
$40.6M 0.78%
221,726
-3
39
$39.5M 0.76%
487,396
-15,288
40
$39.2M 0.76%
1,841,677
+102,889
41
$37.6M 0.73%
462,102
-15,060
42
$37.3M 0.72%
335,063
-10,656
43
$35.9M 0.69%
189,529
+2,940
44
$30.7M 0.59%
264,874
+2,253
45
$27.2M 0.53%
567,580
-600
46
$26.8M 0.52%
231,371
-697
47
$26.3M 0.51%
652,490
+77,945
48
$25.1M 0.49%
160,397
-1,278
49
$24.3M 0.47%
1,008,940
+2,048
50
$24.1M 0.46%
584,617
-1,748
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