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
26
$135M 1.2%
1,311,816
-16,365
27
$129M 1.15%
237,175
-3,458
28
$125M 1.12%
220,660
-2,200
29
$119M 1.06%
190,009
-1,846
30
$103M 0.92%
484,186
+116,044
31
$102M 0.92%
254,540
+4,998
32
$102M 0.91%
109,481
+5,801
33
$99M 0.88%
216,314
+33,201
34
$95M 0.85%
349,923
-1,611
35
$92.9M 0.83%
323,992
-125,851
36
$87.3M 0.78%
898,907
-7,265
37
$75.4M 0.67%
152,273
+85,475
38
$71.8M 0.64%
423,330
-6,640
39
$68.5M 0.61%
866,840
-15,814
40
$66.5M 0.59%
500,465
-5,942
41
$64.4M 0.57%
805,080
+2,190
42
$61M 0.54%
134,834
-4,373
43
$58.4M 0.52%
269,200
-5,098
44
$57.8M 0.52%
250,457
-1,943
45
$54.2M 0.48%
512,131
-3,167
46
$47.4M 0.42%
289,695
-8,393
47
$46.9M 0.42%
391,780
-5,389
48
$44.7M 0.4%
206,436
-18,192
49
$44M 0.39%
415,764
-3,211
50
$42.2M 0.38%
183,777
+287
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