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
501
$9.35K ﹤0.01%
38
502
$9.24K ﹤0.01%
175
-315
503
$8.84K ﹤0.01%
1,803
504
$8.56K ﹤0.01%
460
-2,912
505
$7.98K ﹤0.01%
110
+10
506
$7.86K ﹤0.01%
87
-11
507
$7.58K ﹤0.01%
48
-105
508
$7.47K ﹤0.01%
+55
509
$7.36K ﹤0.01%
200
510
$6.98K ﹤0.01%
+58
511
$6.82K ﹤0.01%
112
512
$6.81K ﹤0.01%
400
513
$6.41K ﹤0.01%
1,300
514
$6.33K ﹤0.01%
415
515
$6.28K ﹤0.01%
100
516
$6.26K ﹤0.01%
120
517
$6.2K ﹤0.01%
+27
518
$6.2K ﹤0.01%
20
519
$5.91K ﹤0.01%
80
520
$5.73K ﹤0.01%
+22
521
$5.69K ﹤0.01%
+35
522
$5.65K ﹤0.01%
570
523
$5.63K ﹤0.01%
+54
524
$5.34K ﹤0.01%
73
-133
525
$5.25K ﹤0.01%
150
-57
19 20
21
22 23