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
$4.24B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1 +$13.5M
2 +$9.24M
3 +$9.2M
4
HAIN icon
Hain Celestial
HAIN
+$6.33M
5
ABT icon
Abbott
ABT
+$6.18M

Top Sells

1 +$5.37M
2 +$4.32M
3 +$3.92M
4
GLW icon
Corning
GLW
+$3.05M
5
MDP
Meredith Corporation
MDP
+$2.5M

Sector Composition

1 Technology 20.33%
2 Healthcare 18.48%
3 Consumer Staples 14.11%
4 Consumer Discretionary 10.62%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
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