LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.3B
1-Year Est. Return 14.72%
This Quarter Est. Return
1 Year Est. Return
+14.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.2B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
610
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$127M
3
+$111M
4
QCOM icon
Qualcomm
QCOM
+$99.6M
5
SYK icon
Stryker
SYK
+$94.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 23.43%
2 Consumer Staples 15.99%
3 Healthcare 13.4%
4 Industrials 11.5%
5 Consumer Discretionary 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.26M 0.1%
+56,917
102
$3.11M 0.1%
+58,882
103
$2.85M 0.09%
+69,950
104
$2.85M 0.09%
+91,710
105
$2.76M 0.09%
+17,201
106
$2.7M 0.08%
+22,633
107
$2.67M 0.08%
+53,595
108
$2.58M 0.08%
+18,002
109
$2.3M 0.07%
+44,985
110
$2.14M 0.07%
+51,915
111
$2.06M 0.06%
+24,756
112
$2.01M 0.06%
+31,502
113
$1.97M 0.06%
+94,454
114
$1.79M 0.06%
+8,299
115
$1.77M 0.06%
+24,410
116
$1.75M 0.05%
+20,925
117
$1.75M 0.05%
+65,995
118
$1.75M 0.05%
+53,068
119
$1.59M 0.05%
+37,165
120
$1.57M 0.05%
+38,415
121
$1.57M 0.05%
+18,262
122
$1.55M 0.05%
+135,912
123
$1.51M 0.05%
+17,512
124
$1.43M 0.04%
+15,942
125
$1.41M 0.04%
+16,492
3 4
5
6 7