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
51
$27.1M 0.39%
444,500
-38,100
52
$27M 0.39%
140,493
+1,397
53
$26.2M 0.38%
210,252
+8,542
54
$22.4M 0.33%
203,801
-2,979
55
$21.1M 0.31%
276,443
+4,707
56
$20.5M 0.3%
340,670
-872,835
57
$19.5M 0.28%
266,250
+18,291
58
$15.5M 0.23%
245,791
-61,387
59
$15.1M 0.22%
78,080
-11,421
60
$14.9M 0.22%
144,319
+91,018
61
$14.3M 0.21%
315,907
+443
62
$12.5M 0.18%
69,229
63
$9.93M 0.14%
192,708
+9,092
64
$9.43M 0.14%
97,485
-11,137
65
$8.76M 0.13%
55,969
-100
66
$8.64M 0.13%
38,930
+2,978
67
$8.55M 0.12%
72,061
-1,309
68
$8.06M 0.12%
100,409
+3,467
69
$7.91M 0.11%
36,310
+1
70
$7.8M 0.11%
26,146
71
$7.7M 0.11%
141,362
+2,306
72
$7.58M 0.11%
95,491
-5,619
73
$7.38M 0.11%
53,672
+565
74
$7.21M 0.1%
335,640
-37,007
75
$7.07M 0.1%
93,385
+1,474
1 2
3
4 5