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
$11.2B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
602
New
Increased
Reduced
Closed

Top Buys

1
+$42.3M
2
+$24.7M
3
+$21.3M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M
5
MSFT icon
Microsoft
MSFT
+$13.9M

Top Sells

1
+$36.1M
2
+$34.1M
3
+$14.3M
4
FISV
Fiserv Inc
FISV
+$8.33M
5
SYK icon
Stryker
SYK
+$5.59M

Sector Composition

1 Technology 39.27%
2 Healthcare 16.48%
3 Financials 10.49%
4 Consumer Discretionary 10.48%
5 Communication Services 7.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41.7M 0.37%
248,329
-1,542
52
$41.5M 0.37%
240,766
-2,722
53
$37.5M 0.34%
103,020
-705
54
$36.2M 0.32%
120,131
+116
55
$33.1M 0.3%
46,498
-1,644
56
$31.6M 0.28%
286,378
-128
57
$31.3M 0.28%
190,506
-2,343
58
$20.9M 0.19%
144,666
-4,320
59
$20.5M 0.18%
65,075
-903
60
$20.5M 0.18%
44,863
-1,086
61
$19.8M 0.18%
33,580
-245
62
$18.7M 0.17%
230,129
-3,933
63
$18.1M 0.16%
80,367
+29,014
64
$16.6M 0.15%
34,713
-48
65
$14.1M 0.13%
440,308
-161,762
66
$13.8M 0.12%
53,665
-2,140
67
$12.4M 0.11%
124,474
+52,860
68
$11.5M 0.1%
+71,169
69
$11.4M 0.1%
60,076
+63
70
$11.2M 0.1%
112,792
+109,644
71
$11.1M 0.1%
44,859
+43,267
72
$10.9M 0.1%
87,132
-200
73
$10.8M 0.1%
71,619
-381
74
$10.6M 0.09%
33,326
+31,868
75
$9.81M 0.09%
47,502
+41,035
1 2
3
4 5