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
601
$2K ﹤0.01%
138
602
$2K ﹤0.01%
125
603
$2K ﹤0.01%
40
604
$2K ﹤0.01%
172
605
$2K ﹤0.01%
66
606
$2K ﹤0.01%
41
607
$1K ﹤0.01%
43
608
$1K ﹤0.01%
41
609
$1K ﹤0.01%
200
610
$1K ﹤0.01%
36
611
$0 ﹤0.01%
20
612
$0 ﹤0.01%
3
613
$0 ﹤0.01%
14
614
$0 ﹤0.01%
24
615
$0 ﹤0.01%
1
616
$0 ﹤0.01%
3
617
0
618
0