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
$5.18B
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
962
New
Increased
Reduced
Closed

Top Buys

1
+$16M
2
+$6.08M
3
+$5.29M
4
CELG
Celgene Corp
CELG
+$5.23M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$5.04M

Top Sells

1
+$11.1M
2
+$8.66M
3
+$4M
4
ADP icon
Automatic Data Processing
ADP
+$3.88M
5
RTX icon
RTX Corp
RTX
+$3.15M

Sector Composition

1 Technology 24.57%
2 Healthcare 18.73%
3 Consumer Staples 11.29%
4 Financials 9.42%
5 Industrials 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$22M 0.42%
213,743
+850
52
$21.9M 0.42%
141,148
+4
53
$21.1M 0.41%
377,415
-178
54
$20.1M 0.39%
251,294
+200,202
55
$19.9M 0.38%
147,318
+5,015
56
$18.6M 0.36%
113,632
+1,932
57
$16.9M 0.33%
90,855
+4,627
58
$15.8M 0.31%
251,827
-17,135
59
$15.5M 0.3%
161,863
-1,182
60
$15.4M 0.3%
237,902
+2,115
61
$13.5M 0.26%
89,551
-7,997
62
$13.4M 0.26%
247,652
-3,292
63
$13.1M 0.25%
70,334
64
$12.5M 0.24%
161,793
+3,681
65
$12M 0.23%
305,351
-2,773
66
$11.8M 0.23%
226,987
-3,169
67
$11.2M 0.22%
107,042
+2,851
68
$11M 0.21%
368,368
+351
69
$10.9M 0.21%
63,700
+8,628
70
$10.3M 0.2%
68,939
+33,419
71
$10.2M 0.2%
225,704
-24,037
72
$9.91M 0.19%
111,543
-1,738
73
$9.77M 0.19%
55,659
-278
74
$9.23M 0.18%
121,789
+15,295
75
$9.21M 0.18%
52,809
+26,755
1 2
3
4 5