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
26
$86.1M 1.25%
916,771
+4,238
27
$85.9M 1.25%
433,672
-4,028
28
$77.4M 1.12%
2,712,540
+62,372
29
$77.1M 1.12%
519,231
+123,548
30
$72.3M 1.05%
1,672,169
-141,737
31
$64.8M 0.94%
521,072
+6,725
32
$64.6M 0.94%
221,950
+2,341
33
$62.3M 0.91%
481,845
-18,030
34
$56.9M 0.83%
245,338
+21,326
35
$56.3M 0.82%
316,277
+1,291
36
$55.5M 0.81%
1,247,983
+32,097
37
$51.6M 0.75%
730,486
-14,340
38
$45M 0.65%
216,175
+779
39
$41.9M 0.61%
551,513
-4,315
40
$41.9M 0.61%
117,433
+4,404
41
$40.8M 0.59%
252,152
+2,124
42
$40.6M 0.59%
552,478
-33,579
43
$39.7M 0.58%
146,084
-841
44
$35.8M 0.52%
416,703
-28,184
45
$35.5M 0.52%
1,332,537
-14,455
46
$31.8M 0.46%
289,198
-10,222
47
$31.7M 0.46%
283,610
-22,043
48
$30.8M 0.45%
143,572
-1,674
49
$30.1M 0.44%
219,297
+756
50
$29.9M 0.43%
204,766
+4
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