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
526
$19K ﹤0.01%
160
527
$18K ﹤0.01%
325
528
$18K ﹤0.01%
480
529
$18K ﹤0.01%
975
530
$18K ﹤0.01%
4,680
531
$18K ﹤0.01%
3,000
532
$17K ﹤0.01%
210
533
$16K ﹤0.01%
911
534
$15K ﹤0.01%
250
535
$15K ﹤0.01%
14
536
$15K ﹤0.01%
1,998
-2
537
$15K ﹤0.01%
80
538
$15K ﹤0.01%
1,375
539
$15K ﹤0.01%
92
540
$15K ﹤0.01%
2,200
541
$15K ﹤0.01%
820
542
$14K ﹤0.01%
655
543
$14K ﹤0.01%
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544
$14K ﹤0.01%
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545
$14K ﹤0.01%
500
546
$14K ﹤0.01%
1,000
547
$13K ﹤0.01%
450
548
$13K ﹤0.01%
100
-50
549
$13K ﹤0.01%
33
550
$13K ﹤0.01%
283
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