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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.08M
3
+$5.29M
4
CELG
Celgene Corp
CELG
+$5.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M

Top Sells

1
+$11.1M
2
+$8.66M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.88M
5
RTX icon
RTX Corp
RTX
+$3.15M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$16K ﹤0.01%
352
527
$16K ﹤0.01%
208
-32
528
$16K ﹤0.01%
160
529
$15K ﹤0.01%
843
530
$15K ﹤0.01%
350
531
$15K ﹤0.01%
191
532
$15K ﹤0.01%
298
-20
533
$15K ﹤0.01%
600
534
$15K ﹤0.01%
100
535
$14K ﹤0.01%
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536
$14K ﹤0.01%
600
537
$14K ﹤0.01%
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538
$14K ﹤0.01%
207
+7
539
$13K ﹤0.01%
250
540
$13K ﹤0.01%
609
-449
541
$13K ﹤0.01%
222
+22
542
$13K ﹤0.01%
572
543
$13K ﹤0.01%
150
544
$13K ﹤0.01%
+158
545
$13K ﹤0.01%
375
546
$13K ﹤0.01%
337
547
$12K ﹤0.01%
100
548
$12K ﹤0.01%
293
+13
549
$12K ﹤0.01%
101
+15
550
$11K ﹤0.01%
+100
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