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
$3.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$127M
3
+$111M
4
QCOM icon
Qualcomm
QCOM
+$99.6M
5
SYK icon
Stryker
SYK
+$94.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.43%
2 Consumer Staples 15.99%
3 Healthcare 13.4%
4 Industrials 11.5%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.1M 0.5%
+504,084
52
$15.9M 0.5%
+155,540
53
$14.3M 0.45%
+381,595
54
$11.2M 0.35%
+234,295
55
$11.2M 0.35%
+252,512
56
$10.5M 0.33%
+282,790
57
$10.1M 0.32%
+177,162
58
$9.66M 0.3%
+194,230
59
$9.27M 0.29%
+263,418
60
$9.07M 0.28%
+143,163
61
$9.03M 0.28%
+116,562
62
$8.99M 0.28%
+166,434
63
$8.91M 0.28%
+237,656
64
$8.74M 0.27%
+57,623
65
$8.56M 0.27%
+166,411
66
$8.48M 0.27%
+468,018
67
$8.48M 0.27%
+130,020
68
$8.37M 0.26%
+258,340
69
$8.18M 0.26%
+194,313
70
$7.83M 0.24%
+550,038
71
$7.66M 0.24%
+185,366
72
$7.66M 0.24%
+110,791
73
$7.61M 0.24%
+66,209
74
$7.55M 0.24%
+208,504
75
$7.54M 0.24%
+93,707
1 2
3
4 5