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
826
$0 ﹤0.01%
+21
827
$0 ﹤0.01%
+9
828
$0 ﹤0.01%
+14
829
– –
-61
830
– –
-218
831
$0 ﹤0.01%
+4
832
$0 ﹤0.01%
+7
833
$0 ﹤0.01%
80
834
$0 ﹤0.01%
+8
835
$0 ﹤0.01%
+22
836
– –
-157
837
$0 ﹤0.01%
+9
838
$0 ﹤0.01%
+20
839
$0 ﹤0.01%
+6
840
$0 ﹤0.01%
+15
841
$0 ﹤0.01%
3
842
$0 ﹤0.01%
2
-2
843
$0 ﹤0.01%
3
844
$0 ﹤0.01%
+16
845
$0 ﹤0.01%
+11
846
$0 ﹤0.01%
7
847
$0 ﹤0.01%
+5
848
$0 ﹤0.01%
+12
849
$0 ﹤0.01%
+11
850
$0 ﹤0.01%
+73
32 33
34
35 36