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
$4.24B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$13.5M
2
+$9.24M
3
+$9.2M
4
HAIN icon
Hain Celestial
HAIN
+$6.33M
5
ABT icon
Abbott
ABT
+$6.18M

Top Sells

1
+$5.37M
2
+$4.32M
3
+$3.92M
4
GLW icon
Corning
GLW
+$3.05M
5
MDP
Meredith Corporation
MDP
+$2.5M

Sector Composition

1 Technology 20.33%
2 Healthcare 18.48%
3 Consumer Staples 14.11%
4 Consumer Discretionary 10.62%
5 Industrials 9.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.2M 0.41%
129,308
-981
52
$17M 0.4%
112,385
-360
53
$17M 0.4%
200,960
+36,490
54
$16.7M 0.39%
144,769
+1,375
55
$15.8M 0.37%
118,541
-966
56
$15.4M 0.36%
300,726
-11,830
57
$15.1M 0.36%
982,772
-7,580
58
$14.7M 0.35%
315,010
-9,743
59
$14.6M 0.34%
540,842
-31,425
60
$14.1M 0.33%
142,387
+14,380
61
$14M 0.33%
204,239
-1,230
62
$13.1M 0.31%
155,122
-825
63
$12.8M 0.3%
220,482
+4,621
64
$12.7M 0.3%
272,704
-3,510
65
$11.7M 0.27%
374,718
+2,745
66
$11M 0.26%
136,225
+2,225
67
$10.7M 0.25%
512,111
-146,221
68
$9.63M 0.23%
388,219
-83,329
69
$9.27M 0.22%
116,911
+28,200
70
$8.99M 0.21%
83,348
-5,975
71
$8.49M 0.2%
163,980
72
$8.01M 0.19%
57,468
-3,588
73
$7.84M 0.19%
242,445
-1,375
74
$7.76M 0.18%
119,572
-6,308
75
$7.66M 0.18%
32,818
-23,000
1 2
3
4 5