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
76
$9.5M 0.08%
37,193
-209
77
$9.37M 0.08%
+252,920
78
$8.5M 0.08%
249,405
-163
79
$7.99M 0.07%
118,692
-1,148
80
$7.77M 0.07%
33,027
+32,527
81
$7.57M 0.07%
91,165
+127
82
$7.55M 0.07%
177,063
+141,197
83
$7.34M 0.07%
6,781
+6,681
84
$7.2M 0.06%
22,340
-915
85
$7.17M 0.06%
25,100
-905
86
$6.86M 0.06%
25,631
-14
87
$6.48M 0.06%
11,189
-4,283
88
$6.48M 0.06%
30,991
-1,745
89
$6.41M 0.06%
7,195
-226
90
$6.09M 0.05%
58,394
+12
91
$5.89M 0.05%
32,477
-34
92
$5.78M 0.05%
+7,004
93
$5.47M 0.05%
22,936
+13,186
94
$5.33M 0.05%
29,011
+27,350
95
$5.27M 0.05%
14,572
+12,189
96
$4.89M 0.04%
+13,513
97
$4.88M 0.04%
23,359
+882
98
$4.72M 0.04%
11,485
-176
99
$4.71M 0.04%
56,910
+40
100
$4.5M 0.04%
47,193
-15,257
2 3
4
5 6