LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.92B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$17K ﹤0.01%
975
502
$17K ﹤0.01%
800
503
$17K ﹤0.01%
403
504
$17K ﹤0.01%
500
505
$17K ﹤0.01%
250
506
$16K ﹤0.01%
408
507
$16K ﹤0.01%
632
508
$16K ﹤0.01%
318
509
$16K ﹤0.01%
250
510
$16K ﹤0.01%
128
511
$15K ﹤0.01%
600
512
$15K ﹤0.01%
300
513
$15K ﹤0.01%
270
514
$15K ﹤0.01%
300
515
$15K ﹤0.01%
155
516
$14K ﹤0.01%
206
517
$14K ﹤0.01%
125
518
$14K ﹤0.01%
600
519
$14K ﹤0.01%
180
520
$14K ﹤0.01%
4,500
521
$14K ﹤0.01%
212
522
$14K ﹤0.01%
924
523
$14K ﹤0.01%
310
524
$13K ﹤0.01%
500
525
$13K ﹤0.01%
240