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
551
$13K ﹤0.01%
+396
552
$13K ﹤0.01%
1,000
553
$13K ﹤0.01%
337
554
$12K ﹤0.01%
+420
555
$12K ﹤0.01%
1,008
-152
556
$11K ﹤0.01%
100
557
$11K ﹤0.01%
152
-24
558
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+151
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400
560
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300
-54
561
$11K ﹤0.01%
+430
562
$11K ﹤0.01%
85
563
$11K ﹤0.01%
205
564
$10K ﹤0.01%
46
565
$10K ﹤0.01%
937
-378
566
$10K ﹤0.01%
395
+129
567
$10K ﹤0.01%
225
568
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91
569
$10K ﹤0.01%
260
-1
570
$10K ﹤0.01%
257
571
$10K ﹤0.01%
140
-31
572
$10K ﹤0.01%
35
573
$9K ﹤0.01%
+316
574
$9K ﹤0.01%
567
-5
575
$9K ﹤0.01%
75
21 22
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