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
476
$22K ﹤0.01%
750
477
$21K ﹤0.01%
1,595
-3,405
478
$21K ﹤0.01%
600
479
$21K ﹤0.01%
298
480
$21K ﹤0.01%
161
481
$20K ﹤0.01%
666
482
$20K ﹤0.01%
1,915
+553
483
$19K ﹤0.01%
1,800
484
$19K ﹤0.01%
170
485
$19K ﹤0.01%
102
486
$19K ﹤0.01%
250
487
$18K ﹤0.01%
188
488
$18K ﹤0.01%
2,000
489
$17K ﹤0.01%
175
490
$17K ﹤0.01%
7
491
$17K ﹤0.01%
107
492
$17K ﹤0.01%
200
493
$17K ﹤0.01%
1,300
-1,100
494
$17K ﹤0.01%
975
495
$17K ﹤0.01%
3,600
496
$17K ﹤0.01%
600
497
$16K ﹤0.01%
1,200
498
$16K ﹤0.01%
250
499
$16K ﹤0.01%
+150
500
$15K ﹤0.01%
240
18 19
20
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