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
76
$7.65M 0.18%
422,945
+11,200
77
$7.18M 0.17%
151,130
-52,630
78
$7.01M 0.17%
114,908
+6,251
79
$6.97M 0.16%
237,025
+25,942
80
$6.9M 0.16%
72,365
-2,632
81
$6.45M 0.15%
96,820
+3,109
82
$6.24M 0.15%
160,302
-26,060
83
$6.1M 0.14%
136,909
-22,549
84
$5.97M 0.14%
58,290
-4,736
85
$5.88M 0.14%
52,271
-2
86
$5.62M 0.13%
98,305
-6,120
87
$5.51M 0.13%
449,496
-20,848
88
$5.46M 0.13%
93,392
-11,618
89
$5.25M 0.12%
41,600
-440
90
$5.16M 0.12%
81,467
-301
91
$5.11M 0.12%
70,334
-750
92
$4.77M 0.11%
88,394
+175
93
$4.75M 0.11%
32,106
-4,115
94
$4.6M 0.11%
92,392
-460
95
$4.31M 0.1%
85,312
-2,705
96
$4.11M 0.1%
53,326
-7,935
97
$3.72M 0.09%
62,779
-6,239
98
$3.64M 0.09%
127,979
-476
99
$3.58M 0.08%
23,896
+655
100
$3.56M 0.08%
686,341
-6,085
2 3
4
5 6