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
76
$8.7M 0.17%
58,827
-874
77
$8.54M 0.17%
64,651
78
$8.21M 0.16%
197,368
-208,252
79
$7.78M 0.15%
66,190
-82
80
$7.52M 0.15%
197,434
-12,464
81
$7.41M 0.14%
96,326
-1,556
82
$7.08M 0.14%
155,482
-3,615
83
$6.47M 0.12%
116,562
-4,770
84
$6.23M 0.12%
72,291
+44,912
85
$6.18M 0.12%
128,620
+1,720
86
$6.1M 0.12%
99,807
+1,312
87
$6.08M 0.12%
43,496
-11,595
88
$6.05M 0.12%
31,647
+5
89
$5.82M 0.11%
139,128
-72
90
$5.66M 0.11%
59,296
+1,318
91
$5.11M 0.1%
85,159
+465
92
$5.04M 0.1%
+19,935
93
$4.97M 0.1%
173,460
-13,629
94
$4.83M 0.09%
34,601
+30,274
95
$4.32M 0.08%
72,245
-3,695
96
$4.09M 0.08%
18,083
+15,808
97
$4.02M 0.08%
77,731
-384
98
$3.98M 0.08%
22,341
99
$3.96M 0.08%
117,591
-6,273
100
$3.42M 0.07%
57,998
-660
2 3
4
5 6