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
551
$1.24K ﹤0.01%
17
552
$1.22K ﹤0.01%
3,000
553
$1.18K ﹤0.01%
45
554
$965 ﹤0.01%
8
555
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+10
556
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+10
557
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10
558
$767 ﹤0.01%
213
559
$616 ﹤0.01%
+10
560
$582 ﹤0.01%
+9
561
$556 ﹤0.01%
54
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562
$521 ﹤0.01%
+10
563
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565
$248 ﹤0.01%
12
566
$224 ﹤0.01%
105
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567
$219 ﹤0.01%
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-25
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$214 ﹤0.01%
22
569
$39 ﹤0.01%
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570
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4
571
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7
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572
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574
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575
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-500
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