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
$3.92B
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
618
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Sector Composition

1 Technology 21.26%
2 Healthcare 17.49%
3 Consumer Staples 13.35%
4 Industrials 11.61%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$3.33M 0.09%
8,254
102
$3.25M 0.08%
51,536
103
$3.23M 0.08%
28,719
104
$3.02M 0.08%
24,231
105
$2.81M 0.07%
129,540
106
$2.81M 0.07%
32,145
107
$2.77M 0.07%
87,041
108
$2.77M 0.07%
117,009
109
$2.63M 0.07%
41,462
110
$2.58M 0.07%
27,417
111
$2.13M 0.05%
100,732
112
$1.98M 0.05%
21,470
113
$1.95M 0.05%
22,625
114
$1.9M 0.05%
9,246
115
$1.88M 0.05%
34,176
116
$1.81M 0.05%
15,272
117
$1.78M 0.05%
26,619
118
$1.72M 0.04%
22,141
119
$1.69M 0.04%
29,635
120
$1.65M 0.04%
54,758
121
$1.62M 0.04%
11,727
122
$1.62M 0.04%
13,925
123
$1.59M 0.04%
19,484
124
$1.56M 0.04%
28,840
125
$1.55M 0.04%
14,587