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
576
$9K ﹤0.01%
4,500
577
$9K ﹤0.01%
+70
578
$9K ﹤0.01%
1,000
-122
579
$9K ﹤0.01%
245
580
$8K ﹤0.01%
2,750
581
$8K ﹤0.01%
55
582
$8K ﹤0.01%
200
583
$8K ﹤0.01%
161
584
$8K ﹤0.01%
+199
585
$8K ﹤0.01%
84
-1,030
586
$8K ﹤0.01%
268
587
$8K ﹤0.01%
500
588
$8K ﹤0.01%
84
589
$7K ﹤0.01%
248
590
$7K ﹤0.01%
53
591
$7K ﹤0.01%
46
592
$7K ﹤0.01%
109
593
$7K ﹤0.01%
50
594
$7K ﹤0.01%
90
595
$7K ﹤0.01%
60
596
$6K ﹤0.01%
300
-700
597
$6K ﹤0.01%
37
598
$6K ﹤0.01%
225
599
$6K ﹤0.01%
+375
600
$6K ﹤0.01%
3,520
-2,880
22 23
24
25 26