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
76
$7.04M 0.1%
41,640
+6,080
77
$6.31M 0.09%
41,343
+1,790
78
$6.28M 0.09%
53,375
+15
79
$6.22M 0.09%
38,262
-112,463
80
$6.21M 0.09%
24,757
+4,848
81
$5.72M 0.08%
69,081
82
$5.36M 0.08%
26,927
83
$5.33M 0.08%
107,902
+36
84
$4.97M 0.07%
74,148
-2,436
85
$4.61M 0.07%
31,664
-8,556
86
$4.47M 0.06%
458,473
87
$4.19M 0.06%
27,748
-943
88
$4.07M 0.06%
102,744
-30
89
$3.98M 0.06%
67,208
-79,800
90
$3.88M 0.06%
10,184
-26
91
$3.74M 0.05%
22,701
92
$3.68M 0.05%
14,025
-719
93
$3.56M 0.05%
91,622
-123,550
94
$3.53M 0.05%
63,871
-26,070
95
$3.53M 0.05%
20,874
-1
96
$3.51M 0.05%
123,062
-202,790
97
$3.35M 0.05%
58,751
-213
98
$3.28M 0.05%
18,272
99
$2.99M 0.04%
38,228
+3,780
100
$2.96M 0.04%
47,080
2 3
4
5 6