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
501
$25K ﹤0.01%
+900
502
$25K ﹤0.01%
1,500
503
$24K ﹤0.01%
298
-375
504
$24K ﹤0.01%
88
505
$24K ﹤0.01%
208
506
$24K ﹤0.01%
+650
507
$23K ﹤0.01%
942
508
$23K ﹤0.01%
+435
509
$23K ﹤0.01%
300
510
$22K ﹤0.01%
219
511
$22K ﹤0.01%
175
-32
512
$22K ﹤0.01%
1,475
513
$21K ﹤0.01%
2,500
514
$21K ﹤0.01%
355
515
$21K ﹤0.01%
515
-2
516
$21K ﹤0.01%
+471
517
$21K ﹤0.01%
+400
518
$20K ﹤0.01%
150
-4,598
519
$20K ﹤0.01%
855
520
$20K ﹤0.01%
1,405
521
$20K ﹤0.01%
2,000
522
$19K ﹤0.01%
+626
523
$19K ﹤0.01%
667
+380
524
$19K ﹤0.01%
1,300
525
$19K ﹤0.01%
205
19 20
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