LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.92B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9K ﹤0.01%
1,000
552
$9K ﹤0.01%
50
553
$9K ﹤0.01%
170
554
$9K ﹤0.01%
100
555
$9K ﹤0.01%
256
556
$8K ﹤0.01%
198
557
$8K ﹤0.01%
150
558
$8K ﹤0.01%
145
559
$8K ﹤0.01%
2,500
560
$8K ﹤0.01%
52
561
$8K ﹤0.01%
200
562
$8K ﹤0.01%
70
563
$8K ﹤0.01%
191
564
$7K ﹤0.01%
700
565
$7K ﹤0.01%
240
566
$7K ﹤0.01%
100
567
$7K ﹤0.01%
100
568
$7K ﹤0.01%
135
569
$7K ﹤0.01%
200
570
$6K ﹤0.01%
150
571
$6K ﹤0.01%
100
572
$6K ﹤0.01%
650
573
$6K ﹤0.01%
260
574
$6K ﹤0.01%
154
575
$6K ﹤0.01%
200