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
526
$4.8K ﹤0.01%
1,000
527
$4.7K ﹤0.01%
105
528
$4.42K ﹤0.01%
+80
529
$4.2K ﹤0.01%
+80
530
$4.11K ﹤0.01%
400
531
$4.06K ﹤0.01%
17
532
$3.96K ﹤0.01%
35
-67
533
$3.9K ﹤0.01%
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534
$3.7K ﹤0.01%
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535
$3.57K ﹤0.01%
1,202
536
$3.43K ﹤0.01%
+26
537
$3.42K ﹤0.01%
530
538
$3.25K ﹤0.01%
+40
539
$2.85K ﹤0.01%
+5
540
$2.75K ﹤0.01%
+30
541
$2.68K ﹤0.01%
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542
$2.45K ﹤0.01%
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$2.43K ﹤0.01%
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544
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+30
545
$2.29K ﹤0.01%
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546
$2.17K ﹤0.01%
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547
$1.84K ﹤0.01%
+50
548
$1.74K ﹤0.01%
12
549
$1.58K ﹤0.01%
88
550
$1.35K ﹤0.01%
104
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