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
701
$0 ﹤0.01%
20
702
– –
-43
703
– –
-225
704
$0 ﹤0.01%
3
705
– –
-1,786
706
– –
-50
707
$0 ﹤0.01%
22
-5
708
$0 ﹤0.01%
22
-41
709
– –
-181
710
– –
-4,170
711
– –
-579
712
$0 ﹤0.01%
13
713
– –
-230
714
– –
-26
715
– –
-69
716
– –
-30
717
– –
-359
718
– –
-80
719
$0 ﹤0.01%
+6
720
$0 ﹤0.01%
12
721
– –
-216
722
– –
-26
723
– –
-3
724
$0 ﹤0.01%
27
725
– –
-122
27 28
29
30 31