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
476
$28K ﹤0.01%
227
+218
477
$28K ﹤0.01%
226
-8
478
$28K ﹤0.01%
457
479
$27K ﹤0.01%
500
480
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625
-108
481
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300
482
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+1,900
483
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261
-1
484
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255
485
$26K ﹤0.01%
600
486
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550
487
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1,000
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500
489
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525
490
$25K ﹤0.01%
500
491
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495
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825
498
$25K ﹤0.01%
200
499
$25K ﹤0.01%
375
500
$25K ﹤0.01%
675
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